Our Philosophy and Processes

We believe that the purpose of investment is to give you a better chance of getting what you want out of life. To help you achieve this we aim to assist you to define your specific needs and aspirations in order to create a portfolio which suits you personally.

Setting goals means considering lifestyle priorities and realising that there are trade offs between risk, return and time. We identify the long term asset allocation that maximises the chance of producing the return you want, with the least amount of risk. This premise is the cornerstone of our investment philosophy for each and every client.

In addition to in-house research, the entire investment process is complimented with research from major brokerage houses. We also conduct regular meetings with senior fund managers. This pool of investment knowledge ensures that all decision-making is based on the best and latest market knowledge.