We help you to understand what is possible
Why Keeping Investment Costs Low Matters
Lowering investment costs is an easy way to increase your returns without extra risk. When fees are low, more of your money is working for you. It’s the low-hanging fruit of investment returns.
Be Mindful Of Fees
Investment managers and superannuation funds often charge fees as high as 2.95%, with the average fund charging fees of around 1.40%. By being mindful of these expenses, you can preserve more of your wealth rather than paying others.
We Offer Better Value
We partner with leading investment managers who offer funds consistently ranking high in market performance. With fees between 0.20% and 0.50%, you get excellent value and strong returns.
Follow what works.
Cutting Through the Noise
There’s a flood of information about investing. The media buzzes nonstop about financial markets, and thousands work in the investment industry. Many media outlets, market analysts, and internet gurus offer predictions about market movements, claiming they can get you better returns. The reality is they are working for the advertising dollar, not you.
The Reality of Market Predictions
However, decades of research show that no one can consistently predict markets or prices. Predicting the market isn’t reliable, no matter how big the institution or how much information they have. According to S&P Dow Jones Indices, less than 20% of active professional investment managers beat the market over five years. Over Fifteen years, only about 5% do. This means only 5 out of 100 consistently outperform the market long-term. Other industry players—like stockbrokers, advisors, and research sites—don’t fare any better. Yet, people keep getting drawn into the hype.
Our Evidence-Based Approach
Instead of trying to predict the future or chase the latest investment fad, we focus on systematically capturing the returns available in the market. We use evidence-based methods and financial science when we recommend investment solutions. This gives our clients a reliable investment process to help them confidently achieve their goals.
Focus on long-term goals.
Navigating The Frenzy
The financial media makes a lot of noise with endless opinions, forecasts, and predictions. Headlines often scream fear or promise riches, making the investing public worry they are losing money or missing out on the latest “good thing.” It’s no wonder people get caught up in this “news”—it’s hard not to.
Our Focus: What You Can Control
We help our clients understand what they can and can’t control. We guide them through uncertainty and opportunity, keeping them focused on their long-term goals. We build investment strategies designed for life and explain the relationship between risk and return.
Discipline Makes the Difference
Staying disciplined is what sets successful investors apart from those who miss out. By sticking to a proven process, you can confidently achieve your financial objectives.
