Our investment philosophy
Once we have determined your goals and objectives, your risk tolerance and effective structures to invest in, we tailor portfolios specific to your circumstances to ensure we take into account diversification, liquidity and inflation.
Investments are the back bone of any strategy to try and get your money working hard for you, without taking on too much risk in the process. Tailoring a portfolio to your goals and objectives and then regularly reviewing to ensure that we are meeting key milestones along the way and if not, what we need to change to get there.
Our tailored portfolios take into consideration what is important to you about investing. This can be based around:
Ethical and sustainable - where we invest in companies that promote greener strategies, limit exposure to areas such as weapons and tobacco and also ensure that employment is done in a way that prevents exploitation.
Low cost - that aim to keep more in your pocket from a fee perspective.
Growth (but defensive) – investing in areas that have traditionally performed well in times of market stress to try and smooth out performance and prevent major downturns while still trying to achieve longer term capital growth
Tax efficient – Investing on a more direct basis to have more control over the income and capital gains tax outcomes of the portfolio.
High Growth accumulator – If you are looking to Supercharge your investments for maximised long term growth and have the time to do it, we can tailor investments that have strong long term growth potential and performance
By using independent research providers, we are able to bring to the table managers and assets that will be the vehicle to get you where you are going.