Our Investment Philosophy

Our Investment Philosophy

For our clients we aim to achieve the best possible return with a level of risk and uncertainty that they feel comfortable with.

When making investment recommendations we apply the following principles;


Each client is different with different past experiences, goals and needs.

We tailor our recommendations specifically for our clients.

                                                            "People don't plan to fail, they fail to plan"


Diversification is proven to reduce investment risk and smooth returns.

We believe the foundation of a sound investment strategy is diversification across different asset classes, regions and investment styles.

                                                            "Don't put all your eggs in one basket"


Being disciplined means not over-reacting to short term market movements that are part of the inevitable investment and economic cycle.

Taking a strategic approach to investing and maintaining a long term outlook can prevent some of the pitfalls that unsuccessful investors suffer when letting emotions guide their investment decisions.

                                                           "It's about time in the market, not timing the market" 


As financial planners we have significant experience in dealing with many different types of investments but that does not make us expert stock pickers or investment managers.

We believe that professional investment managers are best placed with their wealth of experience, resources and in-depth research, to make superior day to day investment decisions on our clients' behalf.

                                                           "If it is sounds too good to be true, it probably is"