Empower your financial future through purposeful investing
If you need guidance on your
Superannuation
Investing
Self-managed superfund
get in contact with us today.
Coastline Advice have always been at the forefront of market leading solutions. Our ongoing commitment is to create better value for clients through innovative investment solutions. Exclusive to Coastline Advice, our My Future First Managed Portfolios were developed in collaboration with investment specialists, InvestSense, and in partnership with North, Netwealth and BT Panorama. My Future First Managed Portfolios offer agile, transparent, cost-effective investment capabilities.
In addition, we are proud to offer clients the option to invest in our responsible investment portfolios under the “Our Future First” range that incorporates ethical, socially responsible, and sustainable investment overlays. Meaning you can have peace of mind that your money is invested in a way that is good for the planet and our community.
Managed Portfolio
My Future First Portfolios invest in direct shares, managed funds, Exchange Traded Funds (ETFs), and cash. They use dynamic asset allocation for enhanced returns and risk reduction.
Ethically Managed Portfolio
Our Future First Portfolios invest in direct shares, managed funds, Exchange Traded Funds (ETFs), and cash. They incorporate ethical, environmental, and socially responsible investments and fund managers.
How the model portfolios are invested
Forward-looking
We strive to understand how the future might be different from the past. We take a forward-looking view of expected returns and provide investors with an understanding of expected outcomes and inherent risks in financial markets.
Valuation driven
We use a valuation-based investment approach, which aims to determine which assets are cheaper relative to each other, and therefore how much investors are likely to benefit from owning them. This ensures investors are sufficiently rewarded for the risks they are undertaking.
Transparent
We use a sophisticated approach to
investing. However, we aim to be open and transparent in all of our decisions. Through your online login, you can see what’s in
your portfolio and can explore the inner workings of your portfolio in real time.
Ethical Investing
Our Future First
The Our Future First portfolio has a responsible investment (which can include environmental, social, governance or labour standards) overlay for selecting underlying funds and securities when constructing the portfolio. It aims to positively influence our planet, your future and our future.
Coastline Advice designed this portfolio for clients seeking a more socially responsible option to their investments, which in turn benefits our future and the planet.
Explore investment solutions.
Investing doesn’t have to be difficult. Be empowered to make informed decisions tailored to your unique goals and preferences.
Should I invest in the stock market or property?
It depends on your financial goals and risk tolerance. Property can offer stability and long-term growth, while stocks can provide higher returns but with more volatility. Diversifying between both can balance risk and reward but it’s always best to speak to a financial adviser to ensure your investments are in line with your goals.
How can I minimise risk in my portfolio?
Diversifying your portfolio, regularly reviewing and rebalancing it, investing for the long term, and incorporating a mix of asset classes such as stocks, bonds, and property are excellent strategies for minimising risk. However, it is always advisable to seek guidance from a financial adviser to ensure your investments are optimally structured to mitigate risk.
How do interest rates affect investments?
Interest rates influence the cost of borrowing and the return on savings. Higher rates can decrease the value of existing bonds but increase the return on new fixed-income investments. They can also affect stock prices and economic growth.
What are alternative investments, and how do they fit into a diversified portfolio?
Alternative investments include assets like private equity, hedge funds, real estate, commodities, and collectibles. They can provide diversification benefits as they often have low correlations with traditional assets like stocks and bonds, potentially reducing portfolio risk.