Performance Statistics
Transparent data showing real results from our capital allocation strategies and client outcomes across Australia
Capital Allocation Performance
Our systematic approach to capital allocation has consistently delivered measurable results. These metrics reflect actual performance data from our Australian operations, showing how strategic financial planning translates into tangible outcomes.
87%
Portfolio Growth Rate
Average annual growth achieved through strategic asset allocation and diversified investment approaches
.4M
Average Portfolio Value
Mean portfolio size managed per client, reflecting our focus on substantial wealth building strategies
94%
Client Retention
Percentage of clients who continue with our services year-over-year, indicating satisfaction and trust
3.2x
ROI Multiplier
Average return on investment multiplier achieved through our capital allocation methodology
Market Trend Analysis
Understanding market patterns helps us position our clients for success. Here's how our strategic approach has performed against various market conditions over the past 18 months.
+32%
Outperformed Market Average
Our allocation strategies consistently exceeded ASX 200 performance by maintaining balanced exposure across growth and defensive assets. This approach proved particularly effective during volatile periods, where risk management became crucial.
76%
Successful Predictions
Accuracy rate in forecasting sector rotations and market shifts. This predictive capability allows us to rebalance portfolios proactively rather than reactively, protecting client wealth during downturns.
18
Months Above Benchmark
Consecutive months our strategies have delivered returns above established benchmarks. This consistency demonstrates the effectiveness of our systematic approach to capital allocation across different market cycles.
-12%
Reduced Volatility
Average reduction in portfolio volatility compared to market indices. Our diversification strategies and risk management protocols help smooth returns while maintaining growth potential.
Client Success Metrics
Real outcomes from real people. These statistics represent the financial improvements our clients have experienced through strategic capital allocation and wealth building approaches.
1,247
Active Clients
Individuals and families currently benefiting from our capital allocation strategies across Australia
K
Average Annual Gain
Mean additional wealth generated per client through strategic financial planning and allocation
68%
Exceeded Goals
Percentage of clients who surpassed their initial financial objectives within planned timeframes
4.7
Satisfaction Rating
Average client satisfaction score out of 5, based on quarterly surveys and feedback sessions
"The statistical approach to wealth building really works. In two years, we've seen our investment portfolio grow by 156% while maintaining the security we needed for retirement planning."