There’s no great secret to being a successful investor. What’s needed is regular application of a properly thought-out process, and the discipline to take the actions required to stay on track.
Our process can be summarised quite simply. Firstly we take time to assess exactly how much cash you'll need to reserve to meet your short term spending goals, provide enough income for the next couple of years, and for the inevitable emergencies or unforeseens that can arise.
We'll then agree with you how much of the money you have available can be viewed as 'long term money.' We'll invest this for you using a template that matches your investments to the return you'll need to generate to achieve your goals, and to your tolerance for risk (which we'll take care to quantify thoroughly).
We'll then review all of these things regularly over the lifetime of our relationship (which we're assuming could probably be 'forever') and change, rebalance and amend your strategy and holdings to reflect changes in circumstances and conditions.
There's lots more detail on this website about how we go about doing this, and some technical stuff if that's what interests you. Rest assured that our approach is built on solid principles that have worked over many years, not some short-lived theory or unproven guesswork.
When we say we want to work with you for a lifetime, we want to be able to look you in the eye at every meeting and know that we're not taking unnecessary risks with your money or leading you down a rabbit hole. To find out more browse our pages here or contact us to arrange an intial meeting.