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our philosophy

We believe in comprehensive financial planning that is founded in a complete and clear understanding of your current situation, goals and objectives enabling the collaborative development of innovative and personalised solutions. Our sole purpose is to help you to achieve your immediate and future financial and lifestyle goals and objectives. We believe that developing open and lasting relationships with our clients enables us to maximise financial outcomes over time as personal circumstances change and legislative changes alter the available opportunities.

We recognise that the fundamental assessment of our achievements with managing your financial lives is in the achievement of your particular goals and objectives, and that almost always the most relevant measure of this success is in the contribution to your net wealth over time. As investors it is easy to focus on investment management/returns when evaluating success; however it has consistently been demonstrated that it is the financial strategy and asset allocation decisions that contribute the overwhelming majority to financial outcomes. Realising this, we focus our efforts on the large contributors – financial strategy and asset allocation – which are the factors over which we have control. As long term investors we understand and accept that investment markets move in cycles beyond any individual investor’s control.

 

We continue to believe that investment management is an integral part of the wealth creation/preservation process and we utilise a combination of in house capacity and partnerships with other investment professionals to provide you with the most efficient and robust investment management solutions. The chart to the left represents the relationship between the three main components of personal financial advice – financial strategy, asset allocation and investment management - and their relative contributions to overall net wealth outcomes.

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 Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing

Warren Buffett

 
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