OUR APPROACH
Clearly defined beliefs and principles guide us in creating relationships built on trust, honesty and integrity.
Our approach to advice and wealth management is truly personal and personalised.
There are a myriad of different ways your wealth can be invested. We firmly believe that it is only by investing time in getting to know you and understand you, your values, your beliefs, your priorities and your attitudes, that we are able to determine the most appropriate investment strategy and approach for you.
Our principles, beliefs and goals guide us in doing this.
Goals
Do no damage. Do no damage.
Our number one priority – ensuring you don’t go backwards over time.
Ensure your income needs are met
Protect and prevent you from being in a position where you’re forced to sell.
Achieve realistic and sustainable returns
Target overall returns inline with inflation plus 3% to 6%.
Be a trusted, long term, partner
Genuine care and commitment to your best interests.
Beliefs
Investment success is individual
All Investment decisions are guided by your goals, circumstances, attitudes, values & priorities
Volatility creates opportunity
By being opportunistic and agile in our approach we are able to use volatility to your benefit.
Economic conditions drive performance
Experience, data and agility allow us to take advantage of prevailing economic conditions.
Diversification reduces risk
We diversify across asset classes, independent managers & direct equities.
Commitment
Prioritise you and your wishes
We advise and sometimes challenge you, but we never forget it is your money!
Be accessible & available always
You're a client, not a customer – honest, open, transparent, personalised and personal.
Maximise impact & outcomes
Actively manage, efficiently administer and strategically structure your wealth.
Remain boutique & strategically aligned
Shared values and alignment of interests allow us to truly put clients first.