World Assets

World Assets is a boutique wealth management company. We work with successful professionals to grow their wealth through the application of specialized portfolio management solutions. To achieve this we must: Capture growth opportunities whilst managing the downside risks Maintain the high quality of our people including strategic partnerships Establish strong and lasting relationships with our clients We value an over-riding commitment to: High performance standards Transparency and integrity Win-win relationships Our key success enablers are: Over 25 years of successful portfolio performance MEANS reliable outcomes Weekly anaylyst reviews MEANS timely and prompt portfolio decision making Education and industry update forums MEANS you understand how decisions are made Limited number of clients MEANS high personal focus and accountability Long term relationships MEANS trust and confidence in retirement We are successful when: We share each client’s satisfaction in seeing their financial goals achieved Our clients speak positively about their experience with World Assets

Address: Level 5, 171 Collins Street, Melbourne VIC 3000 Australia

Phone: +61 3 8609 2008
FAX: +61 3 9016 4694