We offer a transparent approach backed by decades of research. Markets go up and they go down. If you have a goal, a plan and a portfolio backed by evidence you’ve taken care of what you can control.
Get our new book: Your Investment Philosophy, it’s an easy to understand guide to help you better understand the evidence and protect your money.
Investors have long been told they need to be smarter than the market. That they need to pick the right stocks, or find a manager who can successfully do it for them.
For many potential investors, this belief makes the investment landscape appear complex and daunting.
Which stocks should they pick? Which managers should they choose and why?
An investor who doesn’t have a solid investment philosophy to back their decisions can find themselves in rough water very quickly.
New financial products and ‘hot stocks’ are regularly pushed by salespeople and marketing outfits, without regard to personal circumstances. The investment media is little better. Repeatedly peddling stories to investors about where the market will go next, despite them not having a crystal ball. Then there are the outright frauds and scams that investors thought they were protected against.
While this sounds discouraging, the investment world is really quite simple if you stick to some simple principles.
Evidence is the basis for everything we do. It’s why we use an evidence based investment philosophy. We acknowledge markets are unpredictable, but their rewards can be captured if you have a goal and maintain discipline.
At MFG we don’t take unnecessary risks and we don’t adopt unproven strategies – we rely on evidence by focusing on what drives investment returns.
It is possible to have a successful investment experience if we acknowledge some simple investment truths.
When investing for clients we have a starting five that we rely on:
Next: Understand these principles…
Alternatively, our podcast ‘Why Advice?’ has an episode on investment philosophies or download our investment philosophy.
Level 1, 41 Mount Street,
Burnie, Tasmania, 7320
16 Rutledge Street,
Bungendore, NSW, 2621
mfg@mfg.com.au
03 6440 3555
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. MFG has professional financial advisers in Burnie & financial advisers in Canberra if you are seeking advice. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice. Notwithstanding our GAIA membership, MFG does not claim to be independent under section 923 of the Corporations Act.
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