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Our Approach

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Willow Investment Management

Name: Willow Investment Management
Address: PO Box R1844, Royal Exchange, Sydney, NSW, 1225, Australia
Telephone: +61 416 499 857
Price range: $$$

Welcome to a
personalised approach
to the financial
management of your
investment portfolio

Willow Investment Management featured image

Our advice is tailored to each client based on their unique investment objectives and we operate with a transparent pricing structure. With a disciplined approach to portfolio construction, we have the freedom to manage your investments as we would our own.

We assist both resident and non-resident Australians in building stable financial futures. We develop long-term relationships based upon collaboration, accessibility and trust.

We act with the highest confidentiality, discretion and integrity. This is demanded by our clients and automatically given. We care for our clients. We endeavour to set the highest levels of professionalism, putting our clients’ interests at the heart of our service and we dedicate ourselves to delivering world-class consulting which consistently exceeds our clients’ expectations.

Our Approach

Founded on four key pillars

Bespoke Portfolio Management

We understand that every situation is different. That’s why we custom build every portfolio to individual needs, taking into account your goals, objectives and preferences.

Capital Preservation

Capital preservation is at the core of all our clients ’ portfolios. We manage down side risk and volatility through active management and diversification across global markets and asset classes.

Active Management

We firmly believe in the value of active management to enhance returns when there is opportunity in the market. This approach also helps to preserve your capital in volatile and falling markets.

Ongoing Portfolios

Ilitate industry-leading investment management through daily portfolio monitoring and analysis, consistent communication and ongoing reporting.

“Willow ensures that I maintain a close connection with my Australian investments."

Testimonials

“Willow has provided us with excellent investment and financial advice over the past 3 years. We have found them to be astute, proactive managers of our portfolio, sensitive to our needs and to our personal risk profile. We have no hesitation in recommending them to those seeking high quality, skilled and ethical financial managers.”

- Dr & Mrs. B. Sydney

“Simon is a diligent, organised and thorough manager. He is well informed and capably deals with a diverse range of information at both macro and micro levels. He is a sound communicator who is strategic and proactive in advising us about recommended portfolio actions.”

- Mr. & Mrs. L. Canberra

Our Partners

Contact

get in touch with us

Contact

Willow Investment Management

Willow Investment Management Pty Ltd AR 460 812 ABN 79 166 561 673 are Authorised Representatives of PGW Financial Services AFSL 384 713 ABN 15 123 835 441

0416 499 857

[email protected]

PO Box R1844, Royal Exchange, Sydney, NSW, 1225, Australia