Wealth Accumulation Advice

We are not influenced by external parties that may distract our client advisory process. We recommend what is best for you.

It’s an evidence based approach. We are transparent in how we deliver this advice as our recommendations are reflective of your specific circumstances.

The Longitude Difference

Over time an asset allocation investment strategy that is passively invested has proven to offer growing returns. Mirroring an underlying index coupled by dynamically altering asset classes may also be an effective wealth creation tool. On the other hand actively managed funds pick their preferred investments from a basket of securities relative to their benchmark. We on the other hand prefer to own the entire basket.

That’s the Longitude difference.

Actively Managed Funds

68.7%

Underperformed against the S&P 200 on a 5-year basis

71.4%

Underperformed against the S&P 200 on a 10-year basis

80.2%

Underperformed against the S&P 200 on a 15-year basis

Australian Market SPIVA Research: Australian Equity General. Financial Year 2018 results. Based on Absolute Return.

Why Longitude Advisors

Longitude Advisors – a smarter pathway to long term wealth accumulation.

Our ongoing service reflects over 20 years’ experience helping clients.
For those that are in accumulation or retirement phases of their investment life, having personal financial advice reflecting your specific circumstances can make a significant difference. The advantage on offer from Longitude Advisors is to match strategic advice with personal goals, irrespective of market returns. That’s our commitment and philosophy.

Volatility is a natural part of any stock or bond market. It tends to cloud our judgement and sway us from long-term plans. Maybe this is why active money management has such wide appeal. How else can you manage it?

But there is a formula for wealth creation that’s well proven. It’s an asset allocation investment strategy that takes advantage of low cost passively held index funds. Avoid excessive turnover costs and tax.

Instead of reacting to every market correction and altering your long-term plan, inaction and waiting for the market noise to pass may instead enhance long term results.

Alternatively, you may choose to actively manage your own funds. It takes time, much effort and skill.

Why Longitude Advisors

Longitude Advisors – a smarter pathway to long term wealth accumulation.

Our ongoing service reflects over 20 years’ experience helping clients.

For those that are in accumulation or retirement phases of their investment life, having personal financial advice reflecting your specific circumstances can make a significant difference. The advantage on offer from Longitude Advisors is to match strategic advice with personal goals, irrespective of market returns. That’s our commitment and philosophy.

Volatility is a natural part of any stock or bond market. It tends to cloud our judgement and sway us from long-term plans. Maybe this is why active money management has such wide appeal. How else can you manage it?

But there is a formula for wealth creation that’s well proven. It’s an asset allocation investment strategy that takes advantage of low cost passively held index funds. Avoid excessive turnover costs and tax.

Instead of reacting to every market correction and altering your long-term plan, inaction and waiting for the market noise to pass may instead enhance long term results.

Alternatively, you may choose to actively manage your own funds. It takes time, much effort and skill.

Services

Longitude Advisors are financial advisors specialising in assisting individuals, families and small to medium size businesses plan and achieve long term wealth creation.

A central element to our services is the specialist focus on investment strategies. A dynamic asset allocation approach is our preferred investment strategy. The benefit of compounding returns through savings and investment are obvious.

Wealth Management
Retirement Planning
Specialist Investment Advice
Self Managed Superannuation Funds
Cashflow Analysis

Services

Longitude Advisors are financial advisors specialising in assisting individuals, families and small to medium size businesses plan and achieve long term wealth creation.

A central element to our services is the specialist focus on investment strategies. A dynamic asset allocation approach is our preferred investment strategy. The benefit of compounding returns through savings and investment are obvious.

Wealth Management
Retirement Planning
Specialist Investment Advice
Self Managed Superannuation Funds
Cashflow Analysis

Resources

Download these PDFs for further information.

Affinia Privacy Statement
Financial Services Guide – Part 1:2
Financial Services Guide – Part 2:2
Index Comparison Chart
The Case for Index Funds – White Paper

About Us

Longitude Advisors was created as a specialist advisory firm to address the market need for genuine, honest and evidence-based advice.

Our strengths are transparency of our ongoing advice coupled with commitment to the long-term prosperity of our clients. Short term distractions do not influence our decision-making process.

Gary Pizzo - Longitude Advisors

Gary Pizzo

03 8593 7617

Email Gary
Gary Pizzo - Longitude Advisors

Gary Pizzo

03 8593 7617

Email Gary

Contact Us

Email

Longitude Advisors

Level 1
33 Glenferrie Road
Malvern 3144

Phone (03) 8593 7617

Corporate Authorised Representative: Raymond Pizzo Investments Pty Ltd.
Authorised Representative of Affinia Financial Advisers Ltd
ABN 13 085 335 397 | AFSL 237 857