Brilliant Investing Thinking. Shared.

Whilst the manner in which we uncover, identify and analyse investment ideas is complex, our overriding philosophy is straightforward.

The data shows that asset allocation, rather than stock selection, drives a significant amount of the returns achieved over the long-term. Most importantly, a focus on asset allocation, assists in smoothing what can at times be volatile investment markets, reducing the risk of our clients making poor decisions at inopportune times.

Central to our investment approach is the understanding that investing a finite pool of capital, as is the case in retirement, requires a significantly different approach to that applied by most advisers and managers.

It requires a focus on building resilient portfolios, that are not exposed to the whims of the market on a daily basis, and built for multiple outcomes, not for the ‘consensus’ which is regularly proven to be wrong.

We focus on managing the cash flow needs of our clients, allowing them to invest into a balance of assets that offer both income and growth, as without the latter, a finite pool of capital will not last.

There are no versus in our portfolios, we are agnostic to product and utilise both active and passively managed strategies. We want the asset that best expressed the preference of the Investment Committee.

PRIVATE CLIENTS

The ongoing part of our advice is the ongoing management of investment portfolios across family trusts, superannuation funds and for individuals.

This, our Private Client Service, allows you to outsource the time consuming responsibilities involved in implementing your financial strategy and investment portfolio. We provide ongoing administration and mailing house support, end of financial year and legislative change planning as well as regular ongoing investment advice.

We hope Private Clients of Wattle Partners feel comfortable knowing that someone is in their corner and remain in control of their own time. We leverage off our own experience over many decades, as well as our extensive networks and proximity to markets to provide value to our clients.