Investment Advice

Sustainable investment solutions tailored to your goals

Investment Advice

Sustainable investment solutions tailored to your goals

An investment portfolio contributes income and growth to your personal wealth. It’s typically comprised of various types of assets such as shares, property, bonds, debentures, managed funds and other packaged securities.

Expert advice

Financial planners identify high-quality managed investments by analysing performance, management, risk, fees, diversification, and alignment with client goals and risk tolerance.

Cashflow Management

A financial planner can improve investment outcomes by advising on personal cashflow management, helping clients allocate resources more effectively to minimize debt, and improve tax efficiency.

Asset allocation

Asset allocation is important because it helps to balance investment risk and reward by diversifying investments across different asset classes, reducing the impact of market volatility on investment returns.

Balancing Returns

It's important for an adviser to rebalance an investment portfolio to ensure it aligns with the client's risk tolerance and investment goals to achieve the right balance between risk and return.

Expert advice from beginning to end

At Orion, we start with a personal plan that reflects your desires. We aim to establish portfolios that achieve maximum returns with minimum risk, within the parameters you define.

Your Orion Financial adviser will take the time to understand your financial needs and offer the right strategic investment vehicles for your circumstances. We’ll present you with a comprehensive plan that considers your age, income, budget and ability to accept risk and absorb cash-flow shocks.

We provide regular portfolio reviews, reports, updates and recommendations. This allows you to ask questions, request a review of the products in your plan or meet with your account manager to get further advice or discuss a change in your circumstances.

A hallmark of our service is our collaborative approach to working with other professionals to make life easier for our clients. Our professional network of accountants, solicitors, mortgage brokers, property analysts, administrators and platform providers helps us execute your financial strategies quickly.

Expert advice

Still have questions

Get in contact with us and one of our advisors will be more than happy to assist with any questions you may have.

Our Financial Planners are a team of experienced and knowledgable professionals with a diverse financial backgrounds, in wealth management, people management and other aspects of finances.

Having a roadmap and a mentor will ultimately reduce costly mistakes and will keep you on track to achieving the things that are important to you. Our financial planners live and breathe the industry so you don’t have to and can spend your time focusing on things that are important to you.

It allows you to grow your wealth and at the same time generate inflation-beating returns. You also benefit from the power of compounding. Furthermore, investments have the potential to meet your financial goals, such as purchasing a house, accumulating retirement corpus, and building an emergency fund, among others.

The fee for our service depends on the complexity of your needs and varies from client to client. We always quote upfront in a transparent fashion and will only proceed to the next steps if we can clearly identify an opportunity to significantly improve your financial position. We aim to deliver outcomes that far outweigh the immediate cost of implementing our advice.