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Our Discretionary and
Advisory investment services

When working with us on investment matters, you have two options: Discretionary Fund Management (DFM) or Advisory.

 

While our advisory service has been the foundation of Dennehy Wealth since its inception back in the 1980s, our more recent discretionary service offers a more streamlined approach. We believe it delivers better, more consistent results—whether your goal is growth, income, or a blend of both.

Our objective for you with our discretionary service is simple:

  • Less Stress –  Worrying about investing
  • More Time –  For what’s important
  • Proper Defence – Protecting your capital
  • Better Performance – Consistent outperformance

Discretionary vs Advisory

The key difference is that with our Discretionary Fund Management (DFM), you entrust Dennehy Wealth with the responsibility of managing your investments on your behalf.

Why Choose Discretionary Fund Management?

It is the ideal solution for investors who prefer not to manage their own portfolios or simply don’t have the time to do so.

The big advantage for our DFM clients is that we can react quickly to market movements without needing to seek approval at every turn. This means we can take immediate action to protect and grow your investments.

The vast majority of our long-standing clients, many of whom have been with us for over 30 years through our Advisory Service have switched to our Discretionary Service, trusting us to make those
decisions that protect and grow their wealth.

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Let us focus on your biggest priority – at our expense

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Dennehy Wealth