Vogue Advisory Group CAR #126 1760 is an Authorised Representative of of Lifestyle Asset Management Pty Limited ABN: 58 113 067 968 which holds Australian Financial Services License AFSL No.288421

Reaping the Rewards of Customisation with Separately Managed Accounts (SMAs)


There’s no ‘one-size-fits-all’ approach when it comes to investing. Everyone has unique financial goals, risk tolerance levels, and personal preferences. Vogue Advisory Group recognises this diversity among investors and offers a solution tailored to individual needs: Separately Managed Accounts (SMAs). Through SMAs, we provide a route for investment that puts you in control, offering personalisation, transparency, and professional management.

The Essence of Separately Managed Accounts (SMAs)

In investing, Separately Managed Accounts, or SMAs, are a standout choice for investors seeking an investment strategy personalised to their needs. In contrast to mutual funds, where your money is pooled with other investors, SMAs provide a private portfolio of individual stocks and bonds directly owned by you and managed by professional investment managers.

Why SMAs Could Be Your Ideal Investment Choice

  1. Unparalleled Customisation: SMAs provide a unique opportunity for customisation. Unlike traditional investment products, SMAs consider your financial goals, risk tolerance, and personal preferences. This personalised approach ensures that your investments align with your unique circumstances and objectives, providing a tailored financial strategy designed for you.
  2. Crystal Clear Transparency: With SMAs, transparency is never in question. Investors have complete visibility into their portfolio, knowing which stocks and bonds are included. This clarity empowers you with knowledge, allowing you to make informed decisions and retain control over your investments.
  3. Ingenious Tax Management: Another appealing aspect of SMAs is their potential for effective tax management. They often come equipped with tax-efficient strategies to minimise your tax liability and maximise your after-tax returns.
  4. Expert Portfolio Management: SMAs grant investors access to professional investment management expertise. Our seasoned professionals conduct thorough research, provide diligent analysis, and continually monitor your portfolio to optimise returns and manage risk.

Vogue Advisory Group: Your Partner in Tailored Investing

At Vogue Advisory Group, we’ve made it our mission to offer SMAs tailored to meet specific investment goals. Our experienced investment managers will work closely with you to understand your financial objectives and preferences. We pride ourselves on our commitment to transparency, customisation, and delivering the expertise required to create investment strategies that align perfectly with your needs.

The benefits of Vogue Advisory Group Financial Advisors

Engaging a Vogue Advisory Group financial advisor for your investment journey, particularly in Separately Managed Accounts (SMAs), brings multiple advantages. Our advisors are not just financial professionals, but partners committed to your financial success.

Firstly, our advisors possess deep industry knowledge and expertise. They understand the nuances and complexities of the financial markets and can guide you through the investing process, eliminating any guesswork and ensuring a smooth investment experience. They employ rigorous research methods and thoughtful analysis to make informed decisions about your portfolio. They understand that investing is not just about the present but also about the future, and they continuously monitor market trends to ensure that your portfolio stays relevant and dynamic.

Secondly, at Vogue Advisory Group, we believe in a personalised approach to investing. Our advisors take the time to understand your unique financial goals, risk tolerance, and investment preferences, and they use this understanding to craft a bespoke investment strategy through SMAs that aligns with your needs.

Finally, our advisors can help you manage your tax implications effectively. They know that after-tax returns matter and use strategies designed to reduce your tax liability and maximise your returns.

Having a Vogue Advisory Group financial advisor assist you with SMAs means you gain a financial partner who guides you through the complexities of the market, personalises your investment strategy, and helps you optimise your returns. This partnership can prove invaluable in the quest to achieve your financial goals.

Conclusion: SMAs Embrace the Personalised Approach to Investing

Investing can be a simple process filled with clarity. With Separately Managed Accounts, investing becomes a transparent, customisable, and expert-guided journey tailored to your needs. At Vogue Advisory Group, we believe in making investing a personal experience where you are in control and the outcomes align with your aspirations.

Take the First Step Towards Personalised Investing

Are you ready to experience the benefits of personalised investing with a Separately Managed Account? Contact Vogue Advisory Group today or complete the form below to speak with one of our knowledgeable financial advisors. Together, we’ll create a tailored investment strategy that matches your financial goals and exceeds your expectations. Let’s embark on this journey of personalised investing designed exclusively for you.