Our Purpose

Austyn Smith

“To help retirees and successful business people manage their risk, preserve their wealth, and create sustainable income.”

It’s very important to plan for risk in advance, because it is going to happen. It is therefore vital to think of diversification not just as a tool to spread risk, but to use it instead to ‘reduce risk’.

Whilst growing investments is very important, one could argue it’s even more important to keep what you’ve made.

It’s possible to take on a little more risk when accumulating your portfolio, but do you really need to do this, when you feel you’ve reached ‘critical mass’. That’s why it’s so important to refer back to the Money Mapping ® blueprint, because otherwise we can get sucked into continuing with the same high risk strategies, when we don’t need to anymore.

Our purpose is to provide insight and clarity, and that a more comfortable investment journey is preferable, providing greater ‘financial happiness’ that you are on track.

The value of your investment can fall as well as rise and you may get back less than your original investment. Past performance is not a guide to future performance.