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INTEGRATED ADVICE & INVESTMENT
APPROACH

CLIENT OBJECTIVE & STRATEGY

It’s almost impossible to design an investment portfolio in the absence of considering a client’s objectives and formulating an investment strategy first. This step forms the glue between financial advice and investment management.

Our integrated advice and investment approach ensures more predictable outcomes – once your objectives are clear and we have identified your return target, we take great care in designing an investment strategy that will help you achieve your goals.

Our team-based approach provides us with a distinct advantage in building a portfolio that ensures you have the right asset classes, shares and/or funds in the right combination that is fit for your purpose.

ASSET ALLOCATION

DETERMINING THE OPTIMAL ASSET MIX

We first weigh up exactly what investment assets should be part of your investment portfolio and determine the weightings of each asset class that would be best positioned to deliver your return target. 

We continuously consider current and future economics as well as the market landscape. Constantly monitoring for risks that might impact the return of your investment.

financial asset allocation

FUND OR STOCK SELECTION

CHOOSING THE FUNDS OR STOCKS TO DELIVER THE RETURN TARGET

When it comes to the picking of shares or underlying funds for your portfolio, we follow a rigorous quantitative and qualitative due diligence process to ensure that the funds or shares we select are attractive, reputable and reliable. No need to stress about jargon like value, growth, small cap, mid and large cap or region – we take the guesswork out of investing.

stock fund
stock fund chart

PORTFOLIO CONSTRUCTION

OPTIMISING YOUR PORTFOLIO

Following the asset allocation and selection process, we blend and optimise the portfolio to ensure the best possible return with the least amount of risk. We calculate and determine which combinations and weightings will achieve the client’s investment objective.

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ONGOING PORTFOLIO MANAGEMENT

MONITORING & REBALANCING YOUR PORTFOLIO TO TRACK TO RETURN TARGET

Keeping your portfolio aligned to your investment objectives and return target is critical to ensure investment success. We regularly review the broader economic and market landscape and the performance of your investment, to ensure that we track as close as possible to your objective. In the event of any deviation, we will rebalance your portfolio.
investment portfolio

WE ARE INVESTED IN YOUR SUCCESS

Members of our investment team are all seasoned professionals who are passionate about long-term investing and will assist in getting you a return that is aligned to your strategy. They live, breathe & think investments so that you don’t have to.