Helping Australians to achieve their life goals by managing money in superannuation, investment and retirement.
BWA manages and advises on a range of investment solutions including individual portfolios, model portfolios, separately managed accounts (SMA) & diversified multimanager funds.
You’ll find our solutions on a range of superannuation, investment and pension platforms.
If you’d like to find out more about our range of offerings please contact us at info@bwau.com.au and we can direct you to an appropriate financial adviser for advice.
Target Market Determinations are designed to assist you decide if these products will be suitable for your investment needs, goals and preferences.
Please Refer to the TMD in conjunction with the PDS & AIG
To obtain an application form for the BWA Diversified Fund please contact us on info@bwau.com.au
Investors should refer to the link below for a copy of the BWA Annual Report and latest Distribution Summaries / Statements
The team at BWA manage in excess of $2.5b across various investment solutions.
To find out more please contact us: info@bwau.com.au
The BWA Defensive models are designed to achieve a consistent income return by investing in mainly income asset classes. These products are likely to be appropriate for a consumer seeking capital preservation or income distribution to be used as a standalone product or a core component within a portfolio where the consumer has a medium investment timeframe, a medium to high risk/return profile and needs daily access to capital. These products are unlikely to be appropriate for a consumer with a short investment timeframe and a low risk/return profile.
The BWA Growth models are designed to generate both income and capital growth by investing in mainly growth asset classes. These products are likely to be appropriate for a consumer seeking capital growth to be used as a standalone product or a core component within a portfolio where the consumer has a medium investment timeframe, a high risk/return profile and needs daily access to capital. These products are unlikely to be appropriate for a consumer with a short investment timeframe and a low risk/return profile.
The BWA Blended Growth Models are designed to generate both income and capital growth by investing in a mix of all asset classes. These products are likely to be appropriate for a consumer seeking capital growth to be used as a standalone product or a core component within a portfolio where the consumer has a medium investment timeframe, a high risk/return profile and needs daily access to capital. These products are unlikely to be appropriate for a consumer with a short investment timeframe and a low risk/return profile.
BWA advises on a range of investment solutions primarily designed to suit our clients investment timeframes, risk profile and needs, goals and objectives. Our portfolios are formulated and managed on the long standing and proven investment process of our investment committee.
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