We keep it simple stupid!

There is so much noise about investments, returns and the next big thing. The truth, well at least according to Naked Wealth and a lot of research out there is this;

• Buying quality assets and holding them for the long term is usually a safe bet
• Learning to save more than you spend is a lot more crucial than what asset you buy
• Simple, low cost index funds that are tax effective outperform the vast majority of managed investments. Most advisers don’t want you knowing this as they try to justify high fees by claiming better returns.

We help our clients invest their money safely and smartly, in line with the outcomes they’re trying to achieve. We focus on low fees, low taxes and appropriate asset allocation (things we can control). The way you structure an investment (set it up) is also crucial in determining the real rate of return you will achieve.

And last but not least, the biggest risk you can take is taking no risk!