Bloomsbury Financial Planning

Smart ideas about wealth

Investment philosophy

How we think about investment

We believe that money should simply be a tool - a means to achieve the peace of mind and quality of life you deserve. With this in mind, we apply investment management techniques that have been shown, over time, to optimise returns while minimising risk.

We base all our portfolio recommendations on multi-class investing, which has over 30 years of proven performance in the market place. We do not pick individual stocks. Rather, we implement investing strategies that emphasise asset class allocation and minimum trading. The result is a portfolio that aims for a solid long-term rate of return while minimising expenses and taxes.

Our goal is not to beat the market, but to achieve a healthy rate of return that allows our clients to achieve their financial dreams without exposing them to unreasonable risk. By using investment management strategies that have been extensively researched and refined to work in both good times and bad, our clients can relax, knowing their portfolio has been specifically designed to withstand the day-to-day and year-to-year fluctuations in the market.