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Scott Middleton

Exploring New Portfolio Options with Quilla


City skyline, abstract pie charts, trendlines


Middleton Financial Planning is now integrating the expertise of Quilla, a leading investment consulting firm, at our investment committee level. This collaboration marks a significant milestone in our commitment to providing tailored investment solutions aligned with our client's unique financial goals.


Enhancing Portfolios with Quilla's Guidance


Quilla's robust investment philosophy and commitment to capital preservation make them an ideal addition to Middleton Financial Planning's investment committee. Our team carefully selected Quilla for its dynamic asset allocation and proprietary research methods, which will help us offer innovative and efficient investment solutions. This collaboration will improve our approach to portfolio construction, ensuring we provide the best possible strategies for our clients.


Benefits of Quilla's Expertise


  • Expertise Integration: Quilla's investment insights will enhance our portfolio strategies, ensuring our clients benefit from the latest market approaches.

  • Risk Management: Leveraging Quilla's robust risk management techniques, we can better manage investment risks and safeguard our clients' portfolios.

  • Customised Portfolios: Each client's investment portfolio will be uniquely tailored to their financial situation and objectives, ensuring alignment with individual risk tolerance and goals.

  • Transparency and Control: Clients will have complete visibility of the underlying assets within their portfolio, providing greater clarity and understanding of their investments.

  • Efficient Management: Quilla's portfolio management expertise allows for streamlined processes, reducing administrative burdens and enhancing client communication.


Who Should Consider Our Enhanced Portfolio Solutions?


While our enhanced portfolio solutions offer numerous benefits, they may not suit everyone. Our in-house investment committee evaluates the suitability of these solutions for each client, considering factors such as investment goals, risk tolerance, and financial situation. We encourage clients to discuss their specific circumstances with their adviser to determine if this investment approach aligns with their overall financial plan.


Key Features of Our Enhanced Portfolio Solutions


  • Dynamic Asset Allocation: We employ a forward-looking approach, adjusting investments based on market conditions and client preferences.

  • Diverse Investment Options: Our clients have access to various investment strategies, including global markets and specialised asset classes.

  • Professional Management: Quilla's involvement ensures that each portfolio is managed with expertise and focuses on delivering valuable outcomes.


We believe that integrating Quilla's expertise will significantly benefit our clients by providing more personalised, transparent, and efficient investment solutions. However, it's important to note that these solutions are not a one-size-fits-all approach. We invite you to contact us for more information about how our enhanced portfolio solutions can fit into your financial plan. Our team is here to assist you in making informed decisions that align with your financial goals.


For a deeper dive into the benefits and structure of our enhanced portfolio solutions, please visit Quilla's official website or contact us directly. Let's embark on this new investment journey together!


Disclosure Statement: Middleton Financial Planning Pty Ltd ABN 91 166 322 318 is a Corporate Authorised Representative of Matrix Planning Solutions Ltd (ABN 45 087 470 200 | AFSL 238256). General Advice Warning: This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should read the Product Disclosure Statement (PDS) before making a decision about a product.

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