Investment Planning

Investing Made Simple

The right investments can make your money work harder than you thought possible. With Agile Wealth, you can build a portfolio of shares, properties and assets that grow as you do, setting you up to build a secure, comfortable future that allows you to achieve your goals.

Our Investment Planning Services

Our investment philosophy is simple. We align your portfolio to your specific goals, objectives and your capacity for risk. That looks a little different for everybody, which is why our tailored investment planning services are aligned to your needs.

We believe in building diverse portfolios that minimise your risk. Our investment advice is designed to help you strike the right balance between paying your mortgage now while still building your wealth and developing assets that allow you to live the life you want in retirement.

To achieve all that, we adopt a proactive approach to risk management that continuously monitors your investments and makes adjustments when things change. Along the way, we’ll help you determine your optimal levels of risk by assessing things like:

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Agile Wealth can help you consider investments in...

Australian Shares​

International Shares​


Managed funds​

Education Savings​

Investing for Business Owners

Diversified Investment Portfolios

Agile Wealth designs investment portfolios that manage risk through diversification. 

We do this using asset allocation, which is simply the practice of balancing different investments to minimise the risk. For example, we may recommend a combination of Australian and International Shares, Property and Infrastructure, or Fixed Income assets and cash.

We aren’t aligned with any investment institutions. That means our advice is unbiased and is focused on helping you achieve your goals. And, with a strict criteria for fund managers and ongoing performance, our recommendations are built on real research and results.

We never recommend a one-size-fits-all investment solution. The advice we provide is tailored to your current wealth, future plans and your stage in life. 

It’s your investment portfolio after all, so that means it needs to work harder for you than for anyone else. Along the way, we’ll make sure your portfolio can be adjusted to meet your specific needs, and we can also recommend managed investment partners that we trust to deliver the long-term returns you need.

Our investment planning services are designed to help you find a financial balance between your daily life and future goals. For us, that balance typically means building short-term savings, medium-term wealth and long-term security through small but frequent investments. This allows you to create wealth over time, enhancing your lifestyle, supporting your family and drastically reducing your financial risk.

Functional Investments

Investors are spoiled for choice when it comes to building a portfolio. There are plenty of options available, but choosing the best ones isn’t always simple. When designing our investment planning advice we always ask one crucial question: why?

Why do you want to invest? That simple question tells us what we need to know about your goals and how we can help you get there.

Investing is not a set-and-forget process. To ensure you see the long-term performance you need, we perform regular reviews and provide advice on how you can update your investments along the way.

With a tailored investment strategy from Agile Wealth, you’ll be able to:


Agile Wealth has a high bar for the investment products we work with. Each of our recommendations is backed by stringent criteria and real research that ensures the investment is sustainable over the long term.

In some cases, that means removing investments or products from your portfolio if they don’t meet our standards or aren’t complying with corporate governance requirements.

Due to the nature of some investment styles – like indexed investments or multi-manager funds – we cannot guarantee that all investments are free from exposure to certain companies. However, if you’d like to avoid particular investments due to personal, social or ethical conflicts, we are always happy to accommodate your views.

Simply let us know what’s important to you, and we can design a sustainable investment strategy that’s tailored to your needs.

Get in touch with Agile Wealth today!

Contact us today for practical investment advice that helps you get ahead.

How we can help in the following situations:

Agile Wealth can help you create wealth that is accessible and flexible. We’ll help you find a financial balance that allows you to build your assets and work towards generating a passive income that takes the pressure off saving every dollar you earn.

We can help you make the most of inherited wealth to ensure it serves your goals over the long-term.

Getting started as soon as possible can make a big difference over the life of your children, and we can tailor an investment strategy to suit.

Agile wealth can help you find the right balance of investments and explore ways to borrow to invest and pay off your mortgage faster.

Our investment planning advice is always designed to manage your risk and ensure you can invest your money without the stress.

We can help you determine if property is the right investment strategy for you and develop a plan for borrowing, paying down mortgages and making property income work harder. Along the way, we can also work with your accountant for specialist advice on taxation or your broker on how to access the liquidity in your investments.

What Our Clients Say

We help you identify your real goals and objectives so you can dare to dream.

Contact Us Today

Now is the best time to take control of your finances and plan for the future. Contact Agile Wealth today to make an appointment with our professional financial advisors.