"Your financial advisers with skin in the game"
We can be trusted to what's best for you, given we have structured the business in way that means, what's best for you, is best for us. We can only succeed, with your success.
Our Strategy to increase your Net Wealth - "Antifragile Investing"
1) Prevent Permanent Losses of Capital
Permanent losses of capital can only come from selling assets for less than what you paid and not re-investing the cash.
-
Planning your future cash needs and cover for unforeseen expenses
-
Invest in different asset classes based on when your plan says you need cash back
-
Insure assets that could cause considerable financial pain if an "event" occurred
2) Grow your Capital
-
Invest in companies with enduring competitive advantages based on research of current information
-
Capitalise on the asymmetry of investment returns with less frequent rebalancing
-
Diversify but don't Diworsify
-
Minimise costs - low management fees, low transaction costs, no planning fees
Why you can trust us?
We do not have a long history, but we do not see that as a problem, in fact the very opposite.
The reason we don't have a long history is because the industry has failed to offer anything similar to our offering as our structure means they would get paid less, have to prove they believed in their advice they are providing by following it themselves, and they would be accountable for their actions, namely poor performance of client portfolios.
You can trust us because we offer the following and believe we are the only ones to do so:
1) Capped & refundable fees - over long periods this can create significantly more wealth over time
2) Free financial planning - saves up to $7,500
3) Transparency - Tell you what we own
4) Skin in the game - We make our money by investing your refundable fees in portfolios based on the same strategy as what we recommend to you
Our methods are based on our interpretations of the sound logic and philosophies of Warren Buffett, Charlie Munger, and Nassim Taleb along with insights from others such as Howard Marks and Peter Lynch.
Please contact us using the form below if you are interested in learning more about our partnerships or would like a no obligation free financial review.
