OUR ADVICE PHILOSOPHY
Our approach is the opposite of the traditional one. We take time to understand what is important to you and what you want to achieve. Once we have a clear understanding of what is important to you and what your desired lifestyle and goals are, we can identify the level of investment return that is required based on your current financial circumstances.
Your required investment return will determine the asset allocation of your investment strategy. This will lead to a conversation about the risk that you need to take to realise your goals. We look at risk holistically, in the context of what your lifestyle goals are, and by taking your circumstances into account. By completing the circle and carefully taking all of the above into account, we partner with our team of investment specialists, to make sure we give you clarity on the return required to achieve your lifestyle goals.