A focused investment approach

Wealth Management Insights

History has proven that a focused long-term conviction to an investment philosophy, robust processes, and quality investments will undoubtedly ensure enhanced security and long-term returns.  

Whilst this environment is concerning it is prudent to remain focused on the long-term rather than the short-term ‘noise’ produced by the media.  focused investments

Our processes at RSM Financial Services Australia ensure we understand our clients and their investment attitudes intimately. We ensure their financial affairs are managed prudently and consistent with their individual objectives, as we identify that this is the key to long-term financial success. 

In the ‘good-times’ we are preparing for the ‘bad-times’ with down-side defensive strategies that are built into our client’s portfolios to protect and safeguard their financial affairs. This does not necessarily infer that we immunise our clients from all negativity on the share market, after all, to enjoy the fruits of the market place we must also endure some of the pain. Rather we seek to reduce this ‘pain’ significantly. These risk reduction strategies suggest a philosophy and practice that includes the use of:

  • researched quality products,Investment
  • the retention of simple cash and term deposits to avoid the forced sale of growth assets, 
  • diversification of investments (and assets) within a portfolio,
  • a strict adherence to an investor’s risk attitude,
  • accurate and transparent portfolio reporting,
  • timely, simple client communications. 

Markets are dynamic; they move from peak to trough - constantly influenced by good and bad news.

We remain committed and confident that the market place will in time settle, and the volatility we have witnessed recently will abate. The return will prove significantly rewarding to the dedicated faithful investors who understand the cyclical nature of (the share) markets, and the long-term view that must be maintained if one is to have exposure to any growth asset.

Should you have concerns or queries about your superannuation, investment approach, or retirement planning please contact David McArthur on (08) 8232 3000 or  [email protected]

This article has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.

As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy.

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