To create a world of financial abundance for all.
We apply sound investment principles in a manner that leverages off our team of specialists to deliver the best possible service and results for our clients.
OUR INVESTMENT BELIEFS
We make our clients’ lives thrive by delivering personal service, with industry-leading advice, all while ensuring exceptional returns.
Long term investors
We invest in profitable businesses as they are the true creators of wealth; as long term investors we believe that real assets like shares, property and bonds should outperform cash and inflation over time.
Effective Switching And Decision Making
Nimble administration processes that enable us to actively manage the fund
No tax (CGT) implications when underlying funds are switched
Economies of scale ensuring lower investment fees
Spread across various asset classes, asset managers, investment styles, regions and currencies
OUR INVESTMENT PHILOSOPHY
Inspired by two of the greatest investment gurus in history – Sir John Templeton and Warren Buffett, we invest in profitable businesses as they are, and always will be, the creators of true wealth. We are flexible but not frivolous and truly understand the risk of investment. By constantly researching the market, focusing on the fundamentals and economic data we are able to take advantage of sound opportunities. We remain disciplined and goal-focused, making investment decisions based on research and data, not speculation. We are true long-term investors and believe that real assets, like shares, property and bonds, should outperform cash and inflation over time.