Services
OUR COMMITMENT
Our service delivery is centred around quality. We endeavour to be thorough, have a good understanding of our clients' needs, and apply rigorous research practices. We take the opportunity to educate our clients' on their personal finances and promote better understanding of their decision-making.
1.
STRATEGIC FINANCIAL ADVICE
Comprehensive financial advice and planning for:
- Retirement planning
- Estate planning
- Taxation advice
- Superannuation & Investment advice
- Life Insurance
Inveresk is founded on the concept of financial "GRACE" (Grass-Roots Activated Capital).
This idea holds that our future depends on realising the potential inherent in every person, to activate their human and financial capital and make the world a better place.
We can't wait for Governments to fix our problems. We need to be an active part of the solution.
When people make financial decisions based on what they care about, it is both personally enriching and can effect powerful change for a persons family and wider community.
2.
INVESTMENT PORTFOLIO MANAGEMENT
Tailored investment strategies to maintain and grow your wealth over time, including:
- Multi-Asset Portfolio Management
- Direct share portfolios
- SMSF Investment Advice
Insight. Courage. Opportunity.
The computers have turned on, and the brains have turned off. In an age of increasing data, algorithmic trading, and AI, new opportunities are emerging for thoughtful investors to access opportunities and avoid investment risks.
We believe that an individual approach to investment management is superior to the institutional pooled approach. Our investment strategies account for the different risk profiles, tax positions, and preferences of our clients.
3.
CLIENT SERVICE & FINANCIAL COACHING
We take the stress out of financial management, and act as a sounding board, advocate, and coach.
- Work with other professionals (accountants, solicitors, etc)
- Streamline tax returns
- Coaching sessions and accountability
P.J. Cameron has been working in Financial Services for over 10 years, with broad experience across Financial Planning, Investment Management, and Client Service. Leveraging his experience at BT Financial Group and Morningstar Investment Management, PJ brings a thoughtful and tech-enabled approach to Financial Advice to help activate his clients’ financial goals and investment approaches.
P.J. is based in Launceston, Tasmania, where he is raising four rambunctious children, rock-climbing, and trying to read more novels.
A copy of P.J.'s Adviser Profile can be found here.