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Investment philosophy

Our Key Beliefs
Asset Allocation is a major contributor to investment performance
Timing and stock selection adds little to performance over the long run, yet increases risk
Investor behaviour can detract from investment returns – panic selling after markets have fallen, or rushing in after markets have risen
Markets will rise and fall over the economic and market cycle while reacting sometimes strongly to short term events

Enjoy your lifestyle today while you keep an eye on the future.

Contact us for a professional finance consultation