Brisbane wealth management integration business, Wealth Management Matters, Brisbane, are integrated financial planning partners for accountants, so accounting firms can operate as financial planners in Brisbane.

ABOUT THE PORTFOLIO MANAGER

WMM Portfolio Services* was established to provide specialised portfolio services to the clients of Wealth Management Matters partner firms.

Wealth Management Matters Pty Ltd is an advice-focused privately owned business able to provide advice with the best interests of clients the priority.

Following an extensive selection and due diligence process, WMM Portfolio Services Pty Ltd has engaged Quilla as the investment consultant to provide investment research, asset allocation and implementation management in relation to the underlying assets of the client portfolios.

*WMM Portfolio Services Pty Ltd and WCA Wealth Management Pty Ltd are Corporate Authorised Representatives of Wealth Management Matters Pty Ltd ABN 34 612 767 807 AFSL 491619

As an independent firm, Quilla’s research is completely objective and not compromised by the need to promote internally managed products. Quilla conducts global research using proprietary processes to identify the best investment products to match the specific objectives of client portflios.

STRATEGY REPORTECONOMIC SNAPSHOT

WCA Investment Philosophy

The core of WCA Wealth Management’s (WCA WM) investment philosophy is our focus on generating sufficient cash flows for our clients.

Our portfolios need to distribute enough income to comfortably cover clients spending requirements. A key ingredient here is to ensure clients earn more than they need to spend.

This can be achieved if the portfolio can deliver income distributions slightly higher than clients’ actual needs. Surplus distributions are then available for reinvestment if desired.

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WCA Conservative Income Portfolio

The WCA Conservative Income Portfolio is designed for investors seeking income with some potential for capital growth. The portfolio has been designed for investors looking for active management with a focus on wealth preservation combined with sensible and achievable return objectives.

WCA Moderate Income Portfolio

The WCA Moderate Income Portfolio is designed for investors seeking both income and capital growth. The portfolio has been designed for investors seeking active management with a focus on wealth preservation.

WCA Income Plus Portfolio

The WCA Income Plus Portfolio is designed for investors seeking income and higher growth. The portfolio has been designed for investors who appreciate the benefits of active management with a greater focus on wealth preservation combined with sensible and achievable return objectives.

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