Invest with intention,
Grow with confidence.
At Opus Wealth, investment management isn’t about chasing the market—it’s about aligning your portfolio with your goals, values, and risk comfort. Whether you’re building wealth, preserving capital, or generating income, we help you invest with clarity and purpose.
What we do
Strategy Before Selection
We don’t start with products—we start with you. Your investment strategy is built around your life stage, goals, and risk profile. We use tools like the FinaMetrica risk profiling system and in-depth discussions to understand your capacity for risk, your perception of it, and the level of risk required to achieve your objectives .
We help you:
- Define your investment purpose and time horizon
- Understand your risk profile and capacity
- Select investments that align with your goals and values
- Stay disciplined through market cycles
How We Do It
Investment Philosophy
& Governanace
We believe in evidence-based investing. That means:
- Markets work: We don’t try to time the market or pick winners. Instead, we focus on long-term, diversified strategies backed by decades of academic research.
- Diversification matters: We spread investments across asset classes, sectors, and geographies to reduce risk and improve consistency in the name of maximising risk-adjusted return.
- Value matters: We favour low-cost investment options where appropriate, because fees can erode returns over time. However, we also recognise that higher-fee investments—such as actively managed funds or specialist portfolios—can be worthwhile when they offer genuine value, such as downside protection, unique access, or alignment with specific goals.
- Discipline wins: We help you stay the course through market ups and downs, avoiding emotional decisions that can derail your strategy.
- Your goals come first: Every portfolio is designed to support your personal objectives—not to beat a benchmark or follow a trend.
We maintain a disciplined investment governance process, including:
- Ongoing monitoring of fund performance and asset allocation
- Regular reviews of your portfolio against your goals
- Updates in response to market conditions, legislation, or life changes
- Collaboration with professional investment consultants and research partner
How it helps you
Portfolios That Work for You
We tailor portfolios using a mix of managed funds, SMAs, ETFs, and direct investments—always with diversification, cost-efficiency, and transparency in mind. Our approach will depend on you: your current holdings, your preferences and goals.
Depending on your situation, our approach may include:
- Core-Satellite Construction: Combining low-cost core holdings with active satellite strategies to balance stability and opportunity
- Active Portfolios: Professionally managed portfolios to align with your risk profile and asset allocation targets
- Managing Regular & Lump Sum Investment: Managing market-timing and automating contributions to take advantage of dollar-cost averaging and reduce emotional decision-making
- Platform Integration: Using investment platforms to streamline administration and reporting
- Liquidity Planning: Ensuring you have access to cash when needed, while keeping long-term investments working for you
- Incorporating Direct Assets: We also consider your direct holdings—such as investment properties or business interests—as part of your overall strategy. These assets can influence risk, cash flow, and diversification, and we ensure they’re factored into your broader investment plan.
We’re not here to speculate or time the market—we’re here to help you stay the course. Whether you’re investing a lump sum, building a portfolio from scratch, or reviewing your current strategy, we’ll guide you with clarity, care, and evidence-based advice.
Our clients appreciate our hands-on support, including:
- Personalised investment strategy and portfolio design
- Access to institutional-grade research and model portfolios
- Transparent reporting and performance tracking
- Ongoing reviews and rebalancing to keep your plan on track
Wherever you are, we're with you
Whether you’re building wealth, preserving capital, or generating income, we help you invest with clarity and purpose.
Why Opus Wealth?
We don’t just manage money—we help you write the next chapter of your life story. With a clear plan and a trusted adviser by your side, you can move forward with purpose and peace of mind.
