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Investment Advice
Overview
Clear, disciplined investment advice
As wealth grows and financial decisions become more complex, Seneca helps individuals and families make informed choices with clarity and confidence.
How portfolios are implemented
While every client portfolio is tailored, our implementation approach is deliberately structured and governed. Rather than relying on a single strategy or decision-maker, portfolios are constructed by blending a small number of complementary investment strategies, each designed to play a specific role within the overall portfolio.
This structure allows portfolios to be adjusted efficiently, positions to be sized deliberately, and changes to be implemented with clarity and control. It also provides transparency at the individual holding level, supporting clear reporting, tax awareness, and alignment with each client’s circumstances.
This structure allows portfolios to be adjusted efficiently, positions to be sized deliberately, and changes to be implemented with clarity and control. It also provides transparency at the individual holding level, supporting clear reporting, tax awareness, and alignment with each client’s circumstances.
Scope of our advice
Our advice is focused on investment decision-making and portfolio management.
- Portfolio construction aligned to client objectives and risk preferences
- Active portfolio management and ongoing review
- Advice delivered across superannuation, SMSFs, trusts, companies, and personal structure
- Clear communication around positioning, changes and trade-offs
- We do not provide holistic financial planning, lifestyle advice, or packaged solutions
Business Owners
Business owners, former business owners, and entrepreneurs
Established Investors
Investors with established portfolios who feel stuck, overwhelmed, or underserved
Stewardship Stage
Clients whose wealth has become meaningful enough that they don’t want to “get it wrong”
Principles
People who would rather focus on their work, family, or other priorities
Investment Committee
Oversight and portfolio alignment
Seneca’s Investment Committee meets monthly to review portfolio positioning, risks, and market conditions, ensuring portfolios remain aligned with our current views rather than short-term noise.
Any changes are deliberate, evidence-led, and applied consistently within each client’s agreed risk profile, providing clarity, oversight, and confidence.
This process helps ensure portfolios remain:
- Aligned with Seneca’s current investment views
- Consistent with each client’s risk profile and objectives
- Deliberate, not reactive
- Governed with discipline and transparency
- Actively monitored, reviewed, and clearly communicated
Requirements
Fees and Requirements
Fees
Investment advice fee: 1.10% p.a. (including GST). Minimum initial investment: $500,000
Scope
Advice fees apply only to assets managed under an advice arrangement
Seneca Funds
Investments held directly in Seneca funds are not subject to ongoing advice fees.
Disclosure
All fees and costs are disclosed upfront prior to engagement.
Talk to us today
Request an introductory meeting
An initial conversation to understand your situation, confirm suitability, and determine whether our approach is the right fit. Who this is not suited for:
- Investors seeking holistic financial planning
- Portfolios below the minimum investment level
- Clients looking for low-touch or purely passive solutions
Please check requirements before requesting a meeting.
Where clarity meets conviction.
