Intelligent Investing™

bringing your financial plan to life

Build
Your Wealth

Owning a diversified portfolio of assets over time is a proven strategy for building your wealth.

Maintain
Your Purchasing Power

Preserving the purchasing power of your money is critical for funding your future lifestyle.

Achieve
Your Goals

Staying invested is a proven way of meeting long-term goals, like maximising your retirement income.

What is Intelligent Investing™?

The roots of our investment programme come from investment theory and academia drawn from the work and research of three Nobel Prize winners. 

We often refer to the way we invest as a ‘systematic’ or ‘evidence-based’ approach. It is a disciplined, rules-based, and unemotional approach to investing.

What are our core investment principles and beliefs?

In a systematic approach, returns come predominantly from markets, not from fund manager skill. 

Investing in a broadly diversified portfolio where costs are controlled and kept to a minimum is at the very heart of our investment approach.

How do we build our clients' portfolios?

Building portfolios for our clients requires research, due diligence and a healthy dose of common sense.

Our investment process is a three-stage model, which we’ve been running successfully for over 10 years. 

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Intelligent Investing™

More about Investing from our blog

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The Unappreciated Investment Risk

There are two distinct stages in an investor’s financial planning lifetime. The first requires you to squirrel away money for the future, hoping to benefit from the magic of compounding returns. We call this the

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The Stock Market Is All Around You
Investing

The Stock Market Is All Around You

The Wrong Way to Think About the Stock Market Many investors consider the stock market an abstract concept they cannot see or interact with. With this mindset, it’s easy to start thinking about stock ownership

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12 YEARS of

Intelligent Investing™

Download our guide to
Intelligent Investing™