Investment Philosophy

The path to success

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A key element in our financial planning process is to provide a robust investment engine for the realisation of your financial and life goals.

Designed to offer a range of investment experiences which can be matched with your capacity for investment risk

Our desired outcome is to deliver to you the returns of asset class investing. That is: exposure to globally diversified markets, tilted towards small and value stocks, tempered with fixed income investments, lower fees and taxes (where applicable).

To achieve this outcome we will:

Determine your individual capacity for investment risk and match it to the most appropriate investment portfolio.

Utilise a proven scientific approach to asset allocation and fund selection which employs the latest fund management software and online monitoring systems to help you achieve your investment objectives.

Review your existing investments to ensure they are in line with your current and future objectives.

Make recommendations to bring your existing investments into line with your risk profile and performance objectives.

Comprehensively report the progress of your investments giving information on the current performance and any recommendations which we deem necessary to achieve your ongoing objectives.

We utilise scientific and Evidence-based investing, which aims to capture the returns of the market through low cost, diversified and long-term investment strategies.

An approach based on decades of research. It considers the long-term observation of markets and how they work. Rather than guessing which markets or companies might do well in the future, it’s rooted in facts and observation.

It offers the best path for a successful investment experience.

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Let’s discuss your specific needs and how I can help you meet your objectives

Book a discovery call