For Families & Individuals

If you value making decisions based on evidence and building wealth through patient, disciplined strategies, this will make sense to you. Getting started is simple: we talk about your goals and timeline, then build a portfolio strategy and handle the setup. We manage ongoing oversight, reporting, and keep you informed while you focus on your priorities. You’re asking the right questions and looking for the right things. We make putting it into action straightforward.

We work with both personal investments and self-managed super funds. If you have an SMSF, we provide investment advice and portfolio management within your fund structure. For those with industry or retail super, we focus on building investment portfolios outside superannuation to complement your retirement savings. The team at Agira coordinates with your accountant on SMSF compliance and tax matters, ensuring your super works alongside your broader wealth strategy to create multiple income streams for your future.

We’re here for the long haul with you. Life brings changes: career shifts, inheritances, retirement, family milestones. Your portfolio changes with them. We guide you through each stage, adjusting your investment strategy as your priorities shift and new chapters begin. We build relationships measured in decades, supporting you and your family through every phase. Your path is yours alone, and we’re committed to walking it with you the whole way.

Yes. This is exactly the right time to establish a solid plan. Whether retirement is five years away or twenty, we build investment strategies designed for your timeline and income needs. For those managing an inheritance, we help structure wealth to preserve capital while generating sustainable growth. The team at Agira works with you to create income when you need it and growth to support your goals. Planning now gives your wealth time to compound and positions you for financial confidence in retirement. The best time to start is today.

Absolutely. We work collaboratively with your accountant, solicitor, and any other advisors you have in place. Investment decisions often intersect with tax planning, estate matters, and broader financial structures, so coordination creates better outcomes. The team at Agira communicates directly with your existing professionals to ensure everything aligns. We provide detailed reporting and documentation that makes your accountant’s job easier come tax time. We see ourselves as part of your advisory team.