In last month’s edition of Perspectives, we discussed the foundational role of asset allocation and risk management in building a successful long-term wealth strategy. We introduced Cameron Harrison’s Wealth Pilot™, our proprietary tool that assists with the critical examination of asset allocation strategy relative to one’s risk tolerance, specific financial needs and aspirational factors. This month, we’re excited to present the Wealth Pilot™ in action.

At Cameron Harrison, we believe that seeing is understanding. That’s why we built the Wealth Pilot™ – a dynamic and interactive modelling tool, purpose-built to help our clients and advisers navigate the complexity of investment strategy in real-time.

The video below showcases the Wealth Pilot™ in action, using a real-life client scenario to demonstrate how differing circumstances influence long-term capital outcomes. You’ll see how we work with clients to assess the likelihood of achieving their growth and capital preservation preferences, whilst striking the optimal risk balance across life stages, market cycles and evolving strategic goals.

We will walk you through the Wealth Pilot™ experience, exploring a client’s journey from their current capital and tax position, through known future capital events and to their desired withdrawal profile; all while comparatively assessing different risk strategies along the way.

As a highly dynamic model, the Wealth Pilot™ can be tailored to suit a broad range of clients through various life stages. Whether you are in the wealth building phase, planning ahead for retirement or are already retired, the tool empowers better decisions by providing clarity on trade-offs, future outcomes, and the true cost of inaction.

The Wealth Pilot™ was built with one goal in mind: to help our clients achieve their objectives with confidence and peace of mind. We invite you to contact our advisers at Cameron Harrison to explore your personalised wealth simulation and discover how our sophisticated tools and decades of expertise can help you achieve your long-term goals and secure your financial well-being.

Cameron Harrison have been advising business owners and their families on asset allocation and intergenerational wealth management for over 50 years. We have demonstrated over a long period our ability to manage investments through both the good times and bad by keeping the client at the centre of our business.  

For more information on our approach to wealth management or any other inquiries, please contact us on +61 3 9655 5000 or contact our experts here.