Our purpose is to offer SMSF and private wealth building individuals an alternative to traditional managed funds. Clients gain greater investment control, personalised service and flexibility in their investment portfolio, as well as access to a wide range of unique and innovative investment strategies.

Total Investor aims to provide holistic investing advice based on years of experience and a flexible product range to assist you to customise your investment portfolio to suit your personal objective and risk profile.

The Income Strategy

The Income Strategy is a long-term wealth building strategy designed to:

• Produce consistent monthly income
• Provide capital protection
• Diversified portfolio
• Utilises dividends to increase income
• Suitable for Self Managed Super Funds (SMSF’s)

Find out more about The Income Strategy

ETF Portfolio Management

Advisory Service ETF portfolio management:

• Global Portfolio
• Emerging Markets Portfolio
• Sector Specific Portfolio
• Commodity Portfolio
• Suitable for Self Managed Super Funds (SMSF’s)

Find out more about ETF Portfolio Management

Covered Calls

Covered Calls are a income producing strategy incorporating a share portfolio designed to:

• Produce a consistent monthly income
• Sell shares above market value
• Diversified portfolio
• Utilises dividends to increase income
• Suitable for Self Managed Super Funds (SMSF’s)

Find out more about Covered Calls

Share Portfolio Management

Advisory Service Share Portfolio Management:

• Blue Chip Portfolio
• Growth Portfolio
• Income Portfolio – High Dividend Yields
• Suitable for Self Managed Super Funds (SMSF’s)

Find out more about Share Portfolio Management

Portfolio Strategies

Use options in conjunction with an existing or implementing new share portfolios:

• Covered Calls – Generate income from your portfolio
• Protected Equity – Insure your portfolio
• Collars – Generate income with capital protection
• Sell puts – An alternative way of buying shares.
• The Income Strategy – advanced portfolio strategy

Find out more about Portfolio Options

CFD Recommendation Portfolio

This Strategy focuses on trading CFDs on ASX shares with a short term view. The strategy incorporates technical analysis to identify potentially profitable opportunities.

• Take advantage of short-term explosive breakouts
• Easy access to leverage
• Pairs Trading
• Suitable for all market conditions: Trade long and short

Find out more about CFD Recommendations

Investment Strategy Education

Total Investor provides clients with Online Education Seminars and eBooks that gives investors insight and knowledge of the investing and trading strategies we use.

Free Investment Strategy eBooks and Online Seminars

Advisory Service

Advisory Service Recommendations include the following:

• Detailed investment recommendation email, combined with phone call to discuss the recommendation
• Phone Call to amend or close recommendations
• Recommendations and education across a full range of investment options
• Access to market leading research
• Complete broking and investment transaction services

FREE 30-Day trial of Total Investor’s Investment Recommendations

• The Income Strategy
• Covered Calls
• Calendar Spreads
• Short-Terms Trading
• Portfolio Options
• Credit Spreads

Go to Total Option

• ASX Shares
• International Shares
• CFDs
• Futures
• FX
• ETFs

Go to Total Trader