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Our investment offering

Not all clients are the same nor have the same investment needs and goals.

We have built a multi-faceted investment offering which caters to:

  • The stage of life a client is in – whether the focus is building wealth or drawing down
  • The level of risk a client is comfortable taking to meet their goals
  • How involved the client wants to be in investment decision making
  • Whether having an Environmental Social Governance (ESG) overlay to the investment strategy is a priority.

We utilise a selection of investment vehicles to achieve client goals, including direct investing and investing in Separately Managed Accounts (SMAs).

Hood Sweeney Securities
Hood Sweeney Securities

Get in touch

Get in touch with Hood Sweeney to see how we can help your organisation or call us now on 1300 764 200

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