Investments

Our Investment Philosophy

• Successful investing is goal focussed and planning driven.
• Behaviour is key - Markets reward disciplined investors who stick to their financial plan without succumbing to fleeting moments of market-induced emotional stress.
• Fees matter - The compounded effect of high investment management and advisory fees can substantially devalue your wealth.
• Complexity doesn’t necessarily add value - in most cases, it diminishes it and largely exists as a vehicle to incur higher fees.
• Evidence based investment strategies - our understanding of how and where returns are generated is underpinned by academic research and long-term data analysis, which in our view leads to superior client outcomes.
• Proven Partnerships - We work with top tier custodian platforms to hold and safeguard your assets. We partner with globally recognised passive and evidence based investment managers to bring you the most appropriate solutions based on your financial plan.
• Ignore the forecasters - Almost no one can forecast the economy with precision, nor time the markets to replicate consistent advantage over them, nor identify investments which will consistently outperform their peers into the future. Tune out the noise by investing based on long-term evidence.