Investment Philosophy
At the heart of any good investment process, lies a philosophy that guides the decision-making process and ultimately drives the realisation of the objectives over time.
The investment philosophy incorporates the following principles in order to achieve these objectives:
- We believe in long term wealth creation through generating superior real returns over time
- Our focus on asset allocation forms the basis of generating these returns over the long term
- We believe in diversifying investment risk across asset classes and investment managers
- We believe in delivering investment objectives over realistic investment time horizons
- We seek investment managers that exhibit a valuation driven investment philosophy and process
Investment Strategy
Protecting your Wealth
When it comes to growing your income, as opposed to merely protecting or preserving it, you can consider our extensive products that will boost your income by providing additional sources of revenue.
- Investments – Our expert advisors will provide you with the right product that will suit your needs in terms of returns and appetite in terms of risk.
- Offshore Investments – My adviZAR’s experts will provide you with the best bespoke investment counsel that will meet all your needs with an investment portfolio that consists out of shares in reputable businesses
- Endowments – My adviZAR’s experts will assist you in becoming savvy with your money. For example, if you come into a bit of extra money, you can put a certain percentage of it into an endowment or simply make a regular contribution from your income over the course of a chosen period into the endowment.
- Unit Trusts – The power of the collective is greater than the individual also holds true when it comes to investments. This is especially true in the case of unit trusts that are collective investment funds that enables our customers to put their fiscal resources together to buy a mix of underlying securities in units, making these more accessible.
- My adviZAR will ensure customer get a rosy retirement
My adviZAR’s experts will help preserve your income, save money for your golden years and invest extra funds to your benefit when it comes to your retirement. Among the various avenues available to customers for doing so includes putting money away on a regular basis from their income or additional money such as bonuses or inheritance as savings for retirement. We can also help plan for life’s unplanned, unforeseen and unfortunate events to ensure that a layoff for instance does not culminate in you dipping into your retirement funds.