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Our Philosophy
Our philosophy
to investment planning
Our planning for life investment philosophy is built on a foundation of five fundamental principles that comprise our knowledge, expertise, and genuine care for our clients.
Diversification
We diversify in many ways at North West Wealth Management, including across multiple asset classes, multiple investment managers, and numerous securities. A diversified portfolio can offer a much smoother pattern of returns and reduce the “roller coaster” ride.
Expert Investment
With literally thousands of investment choices available in Australia, it requires enormous research and detailed analysis to identify excellent managers, blend them, and undertake ongoing monitoring and change. North West Wealth Management are investment experts who avoid common mistakes and take the time to understand options.
Discipline
We take a strategic approach, avoiding the all-too-typical mistakes that erode wealth. For us, a disciplined approach is not reacting to short-term performance rather understanding that some markets, managers, or securities may not perform as well as others and may even go down from time to time.
Risk & Return
When we construct client portfolios, we consider the risk/return trade-off by balancing volatility and expected return to meet client goals and smooth out the peaks and troughs.
Tailored Porfolios
At North West Wealth Management, we believe that portfolios should be explicitly tailored to individual client circumstances, considering client goals and objectives and risk appetite.
We implement our planning for life investment philosophy through a series of centrally researched and maintained portfolios. Each has a strategic asset allocation designed to give access to a diversified investment solution with good risk control and a balanced mix of assets, managers, and securities.
Our internal Investment Committee creates and reviews all portfolios to ensure that we leverage the broad experience and knowledge across the company. Performance is monitored regularly with other investment opportunities considered relevant to each client, making North West Wealth Management the ideal investment partner.
Our commitment is always to you.
