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Nothing in life is to be feared. It is only to be understood.

Understanding why our money is invested the way it is, along with understanding the various potential ups and downs we might face can be helpful in becoming a better investor. Equipping our minds to deal with the potential rigours associated with investing allows us to maintain discipline and ensure we reach our longer term goals. Here you will find our investment philosophy, investment reports and other useful documents.

Publications authored by us & our colleagues

Our Book: Your Investment Philosophy. Available at Amazon

Pursuing a Better Investment Experience

Current Working Investment Philosophy

Survival Guide for Scary Financial Markets

120 Years On The ASX - The Power of Markets

A Successful Investment Experience – Certainty from Uncertainty

Mean Variance Tactical Asset Allocation Process

Equity Strategies Reports

Since 2002, and in conjunction with our licensee, FYG Planners, we have pursued an evidence based investment philosophy. This has the aim of lowering fees, removing unreliable methods such as forecasting or security selection from from portfolio management, while utilising key principles identified by financial academics. These Equity Strategy Reports offer a comparison of the factor based portfolio construction strategy (after fees) we have had in place since 2002 against the relevant market index. 

Equity Strategy February 26

Equity Strategy January 26

Equity Strategy December 25

Equity Strategy November 25

Equity Strategy October 25

Equity Strategy September 25

Equity Strategy August 25

Equity Strategy July 25

Equity Strategy June 25

Equity Strategy May 25

Books Worth Reading

Winning the Loser’s Game: Timeless Strategies for Successful Investing by Charles D. Ellis

The Intelligent Asset Allocator by William J. Bernstein

The Millionaire Next Door: Surprising Secrets of America’s Wealthy by Thomas Stanley & William Danko

This material is provided for information only. No account has been taken of the objectives, financial situation or needs of any particular person or entity. Accordingly, to the extent that this material may constitute general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. If you’re looking to delegate your financial affairs, we have significant experience as a high net worth financial adviser since 1980. This is not an offer or recommendation to buy or sell securities or other financial products, nor a solicitation for deposits or other business, whether directly or indirectly.

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