Investing ethically will help to secure your financial future.
Increasingly, investors no longer just want a return on their investments; they want a return that aligns with their values. We aim to create a world where your money works for you. Because of this, we believe in a consistently applied set of investment principles to guide our decision-making and, in turn, ensure our clients take control of their finances. To download our Investment Philosophy, click here.
In recent years, there has been a rise in the number of people considering the environmental, social, and ethical impact of their investments. Mounting evidence suggests that incorporating ESG (Environmental, Social and Ethical) factors into the investment process can lead to better long-term returns, help you preserve capital, and help identify the industries of the future. Moreover investors increasingly want to ensure that their investments align to their values, have a positive impact on the world around us and avoid doing harm.
To ensure that we remain at the forefront of this change, we are excited to now be able to offer the ability to assess, understand and incorporate your own personal sustainability goals into your broader strategic advice. This enables us to give you personalised advice on how to manage your wealth in a way that does not conflict with your sustainability goals, whatever they may be.
Using advanced technology and data solutions, we can assess any existing investments against your parameters, identify any conflicts, and discuss whether we should seek alternatives.
It may be that we do not take action as a result of completing this assessment. However, we think it is an immensely valuable exercise that will give you a new level of knowledge and awareness of how well your investments align with your investment goals and personal sustainable values.
There are so many different investments out there, with different risk profiles, investment time frames, and tax implications. My job is to find the options that suit your values, lifestyle, and personality. We’ll talk about what you really want out of life and what you value the most and create a plan to get you there.
Financial confidence comes from making a plan and sticking to it.
Being a confident investor requires knowledge and experience. The more you understand how money and the markets work, the more confident you can be. My job is to simplify the complex and explain everything in plain English for you.
Just like the weather, the market has seasons. There are summers which follow spring, autumn, and dark, cold winters. The seasons follow each other in the same order. The same is true of markets, which are always moving—up, down, or sideways.
You can’t predict the weather from day to day and some days from morning to afternoon. The daily reporting of the share market is the market’s daily weather report. Some days are good, and some are bad, but what the weather looked like last Wednesday is irrelevant to what the rest of the year is going to look like, let alone the next 20 or 30 years.
Controlling your financial behaviour is how you create wealth. The markets are beyond everyone’s control; they will do what they have always done. If you focus on the things you can control, like spending, saving and lifestyle goals, and get professional help when making investment decisions, you will be well on the way to creating your own prosperity.
Tips for long term successful investing
- Invest small amounts regularly and consistently
- Begin early and never stop
- Eliminate emotions from your investments
- Ignore media headlines
- Remember the market has seasons
- Keep your investment expenses under control
- Don’t complicate the process
- Stay focused on your why!
