"Someone is sitting in the shade today because someone planted a tree a long time ago."
We believe the key to building your wealth is understanding your money.
If invested wealth is there to fund your retirement, then the reality is, it may not be fully spent during your lifetime.
If your wealth is multi decade, even multi-generational wealth, then you can take a long-term view and tune out everything else.
Our three steps to succesful wealth building are:
Create a financial plan which is in effect a road map to where you want to go.
Create a portfolio that is a funding vehicle for your plan, which in turn funds your cherished life goals and your desired lifestyle.
Continuously act on your plan, don’t react to: the media, the Crisis du Jour, the markets, the economy, advice from random Financial Guru's, the bloke down the pub, co-worker, bother in-law etc.
Our evidence-based investment porfolios are based on Nobel prize winning research and empirical data going back over 50 years.
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Former Bank CFO
"Richard saved me from making a big mistake with my pension which would have cost me a significant amount of money. He provides good independent advice without the pushy arrogance of most financial advisers. He listens to me and we work collaboratively on my investments which I really appreciate. If you are looking for a trustworthy adviser get in touch with Richard."