Prioritise Your Financial Goals with a Tailored Investment Strategy!
At Investwell Australia, we specialise in tailored investment strategies using shares and options, designed to provide our clients with a regular, consistent income stream while strategically building long-term wealth.
Prioritise Your Financial Goals with a Tailored Financial Plan!
C&L Investwell specialises in tailored investment strategies utilising shares and options, with a focus on creating clients a regular, consistent income stream and looking to build their long-term wealth.
Helping you achieve your financial goals
The stock market presents both opportunities and challenges, but with the right strategy, it can become a reliable source of income. Our goal is to help you navigate the market with confidence, enabling you to steadily build wealth over time while minimising unnecessary risks.
Tailored To Your Needs
We will tailor a solution based on your risk profile and personal financial goals, ensuring a strategy that aligns with your unique circumstances.
Create An Income Stream
Our proven strategies are designed to generate a regular, consistent income stream.
Please note as markets conditions will fluctuate over time, income streams will vary accordingly.
Hassle-Free
Why navigate the market alone? Let us do the heavy lifting. We actively manage your portfolio, monitor market trends, and provide expert guidance, all in line with your personalised Investment Strategy.
Why Choose Investwell?
Experience and Expertise
With years of industry experience, our team has the knowledge and insight to navigate the complexities of the financial landscape. We stay ahead of market trends, economic developments, and regulatory changes to ensure you receive accurate, up-to-date investment advice.
Client-Centric Philosophy
At Investwell Australia, your best interests come first. We are committed to building long-term relationships founded on trust, transparency, and open communication. Your financial success is our priority, and we work diligently to help you achieve your goals.
Personalised Approach
As a trusted financial investment adviser in Adelaide, we recognise that every investor's situation is unique. That’s why we take the time to understand your goals, aspirations, and concerns. By tailoring our strategies to your specific needs, we create solutions that align with your personal financial journey.
About
Hi, I’m Chris
I’m here to help you navigate your investment journey with confidence. Investing is about time in the market, not timing the market. Success comes from patience, a long-term mindset, and a well-structured strategy. It’s essential to position yourself wisely to maximise opportunities and achieve your financial goals.
What we specialise in
At Investwell Australia, we keep things fairly straight forward and will offer you our expertise in the following areas.
Shares
Why invest in the stock market? A look at the last 40 years!
The chart of the XJO (top 200 stocks) demonstrates that the Australian share market has steadily grown over the past 40 years, represented by the blue trend line. Despite periods of significant market corrections, long-term investing remains the most effective strategy to build wealth and secure a comfortable retirement.
To succeed, it's crucial to grow your portfolio year after year, regardless of market conditions. At Investwell Australia, we employ risk management strategies with strict money management rules, including predetermined stop losses to limit downside risk. This ensures a balanced approach, allowing your investments the flexibility to move within an upward trend while protecting your capital.
How we help you succeed
- Build a personalised share portfolio tailored to your goals.
- Provide access to your online share portfolio.
- Offer expert guidance and recommendations every step of the way.
Exchange Traded Options - ETO's
What are Options?
Options can be relatively simple providing that you stick to basic strategies. By selling a cash covered put option, we commit to purchasing a stock at a predefined price, known as the strike price, at a future date of generally one month ahead. We look for a strike price that is approximately 10% below the current share price, which provides us a higher probability that the trade will expire safe. Once the trade is placed, we are paid a premium of approximately 2 to 2.5%, based on the total exposure value. When the share price finishes above the strike, by the option expiry date, we expire safe from the trade, which allows us to repeat the process the following month. Otherwise, if the share price falls below the strike price, by the option expiry date, we would prefer to roll the position to a new month, effectively extending the expiry date, rather than purchase the stock (via stock assignment). Overall, the strategy aims to generate income from premiums while managing risks associated with stock fluctuations.
Generating a Consistent Income Stream with Cash Covered Put Options
At Investwell Australia, we utilise a proven strategy of selling cash covered put options to generate a regular, consistent income stream for our clients. This income acts as profit extracted from the market each month, effectively supplementing your annual income.
As a valued client, you’ll benefit from:
Active Portfolio Management
– We continuously monitor the market and adjust strategies in line with your Investment Strategy.
Quarterly Reconciled Reports
– Gain full transparency with detailed reports on your trades and portfolio performance.
A Rewarding Investment Journey
– Confidence in a structured, well-managed approach designed to build long-term wealth.
