Slide 01
Slide 02
Slide 03
Slide 04
Slide 05
Slide 06
Slide 07
Slide 08

Investment Management

If you are going to become, or remain, financially independent then you need to have a properly constructed investment strategy. It’s very easy to become distracted from your goals and do considerable damage by following messages and ideas that seem attractive 'in the moment.'

The principles of great money management are actually fairly boring by nature, yet one of the hardest things to do for most of us, is to do the simple things consistently. This is why we are convinced that most people need a partner to help them along this path.

Our investment process is not hard to understand, and can be summarised as follows;

  • Be clear about the distinction between short term and long term money.
  • Invest the long term money in a portfolio of assets (cash, shares, property, bonds, etc) that offers broad diversification.
  • Employ proven money managers who have a track record of successful investing in each type of asset class selected.
  • Rebalance your assets regularly to ensure that your portfolio remains consistent with your personal and financial objectives.