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Our Investment Process

The investment policy details a core set of principles that guide the development and management
of your investment portfolio.

PSK Portfolio Solutions

PSK Portfolio Solutions four key areas are:

1. Transparency you 2. Flexibility around 3. Professional 4. Security: no
see what you own asset allocation management portfolios unnecessary risks
and investment are managed by a are taken to achieve
selection dedicated investment the goals
professional

The investment process is guided by a clear investment policy and selection process, that are
outlined on the following page.

Sydney | Wollongong | Canberra | Melbourne | Adelaide | Brisbane | Townsville | Cairns
PSK Financial Services Group Pty Ltd (ABN 24 134 987 205) trading as PSK Private Wealth
PSK Advisory Services Pty Ltd (ABN 30 008 587 595) AFSL 234656