To create and maintain a successful partnership that enables lifestyle choices for you. We aim to provide exceptional professional services to our valued clients.
We do this by:
- Helping achieve goals
- Using open communication
- Employing quality people
- Educating clients
- Providing security and asset protection
Our advisory process
To produce the complete solution for all your financial needs, our team of financial advisers and specialists has developed a proven financial advice process:
- Overview of your current financial situation
- Assessment of your goals and objectives
- Identification of issues and development of strategies
- Implementation of preferred strategy
- Investment recommendations designed to match strategy
- Ongoing monitoring and review of position
- Efficient administration and reporting service
Our investment philosophy
We will work with you to define your investment goals based on these principles:
Investing for the long term
We aim to buy assets which are good enough to keep for life. Even with these, however, circumstances can change and the need to sell sometimes arises. By keeping a close eye on the markets, we can advise you where appropriate when opportunities to buy or sell arise.
Maintaining a quality core portfolio
Our clients’ portfolios are designed to include core holdings of quality, long term stocks which are tailored to the individual client's risk/return profile.
Reduce risk through diversification
A key aim of successful portfolio construction is diversification across a range of sectors and asset classes. Our services are designed with risk minimisation in mind and we work with you to strategically diversify your particular portfolio.
Focus on total return
Your adviser will identify stocks that offer long-term growth prospects as well as tax-effective income potential.
Active but risk-controlled investment approach
Returns are generated from focused portfolio management, not from excessive trading or high risk derivative exposures. Your adviser will work with you to determine the right level of risk for your personal situation.
Research driven process
We undertake continuous research and analysis of economies, markets and individual companies. Individual companies are assessed on fundamental value, quality of management, earnings and growth prospects.
Tax effective management of portfolios
Your adviser will tailor solutions to fit your individual income tax situation, incorporating optimisation of capital gains and losses.