Our beliefs
Our number one priority is our clients, and our focus is to go the extra mile. We believe in a consistently applied set of investment principles to guide our decision making and in turn, maintaining perspective and discipline to your long-term investment objectives.
Investment principals
Applying these fundamental principles can give our clients the best chance of success. These principles are inherent in our thinking and guide investment decisions. Regardless of short-term noise, these principles support our longer-term view of wealth creation and assist in managing and remaining focused on achieving client outcomes
Dynamic
Market efficiency isn’t a constant. Dynamic management can uncover opportunities for clients in every asset class
Education & confidence
Investor behaviour can greatly impact outcomes. We have a strong focus on coaching and education which can enhance a client’s position
Disciplined investing
Strategic asset allocation is at the core of long-term investment performance
Diversification
A deliberate and broad approach to diversification is critical. Not simply asset classes but managers, regions and investment styles
Tax
Effectively and proactively managing a client’s tax position can add additional investment value.
Our investment philosophy
We employ a research driven approach to investments and portfolio construction. Our client portfolios are characterised and underpinned by five key beliefs:
Risk managed performance
Smoothing out returns by forgoing some potential upside, whilst limiting the downside, will result in superior long-term performance. Philosophically aligned to this belief, our portfolios are designed to keep pace with market returns while outperforming the market during a downturn
Our trusted investment partners
We choose to partner with external investment experts as it will result in better outcomes for our clients, responding efficiently and effectively to any market conditions. With an external investment partner, we can then focus on developing close working relationships with our clients for their long-term benefit. Our comprehensive advice, drawing on our broad professional experiences can then remain relevant and appropriate for all aspects of their financial wellbeing
Meet the Team
Deborah McWilliam
Principal
Etain Johnson
Client Service Manager
Michelle Reichman
Office Administration
Harry
Security
