Evidence based investments, with a uniquely personal focus
Our recommendations are the product of time spent with clients, identifying investment portfolios that reflect their ambitions, risk appetite, and liquidity requirements.
Compound Wealth is not strictly passive, nor active, in our investing approach. We take the best elements of both. Evidence in support of passive investing shows that low costs, wide diversification, and consistent mandates provide better outcomes. However, active investing shows that not every share has the same expected return, and we can strategically tilt the portfolio to hold shares with higher expected returns than the market average, all without sacrificing diversification.
Therefore, we base our recommendations on a blended approach that provides our clients with an optimal outcome.
Why Compound Wealth?
Our award winning team, consisting of experienced financial professionals, have nurtured our clients into building successful, and reliable investment portfolios. With Compound Wealth, this is what you can expect…
We offer you completely impartial advice about a wide range of investment solutions.
Our advice will be tailored to your personal requirements to provide the best possible outcome, so that you know your money is working hard for you.
We invest your money like it is our money, and only recommend investments that we would personally invest in ourselves.
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