Private Asset Management for Individuals and Companies

“If past history was all there was to the game, the richest people would be librarians.” –Warren Buffett

Booms and busts. Portfolio diversification. Positive versus negative gearing. New investor tips…the jargon is mind boggling.

Investing is not an exact science. It is hard to determine how many people make their money back and how many people make returns above their investments.

However, in the end it still comes down to market trends, wise judgment and a little bit of luck.

So are you thinking of making some investment decisions? Or do you already have a sophisticated, uniquely spread portfolio that is becoming increasingly difficult to manage?

With a bewildering array of investment options, how do you decide what is right for you? Finding the right answer begins with what you want to get out of your investment – both now and in the future.

DoneyLeahy is involved with many managed funds. We suggest the optimal ratios of financial instruments for best results.

We look at your risk tolerance and advise accordingly. There is no ‘one size fits all’. We believe in educating our clients, giving them options and guiding them with long term strategies. Our recommendation is based on extensive research to ensure that the advice is based on sound data, not just current trends. We review your portfolio frequently to ensure best results.

There is much technicality involved and we don’t want to bore you with industry jargon. But if you want to get a better idea of what we do and how we do it, all you have to do is give us a call.