If you had the choice of achieving all of your financial goals for the reasons that are important to you, or beating the markets every single day, which would you choose?

Your financial plan will be made up of multiple working parts, of which your investment strategy is just one. It is the means by which we seek the returns needed for you to achieve your goals. You will find great peace of mind when you are on track to achieving your goals or know what corrections need to be made to get there, regardless of what is happening in the market.

We offer a range of portfolios which are aligned to your individual risk tolerances and requirements. Our portfolios aim to hold the selected asset allocation for the long term. We believe that trying to adapt to market forces at the asset allocation level is a futile and potentially costly exercise.

At your regular meetings, we take all of the research and data related to your portfolio, graphically sum up what this means for you, and then recommend the actions you need to take to stay on track to achieve your goals.

Our view is that the investment strategy is the foundation from which your ideas can grow.