INVESTMENT PHILOSOPHY

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THREE QUESTIONS DRIVE OUR UNIQUE INVESTMENT PROCESS

What are my goals?

Our investment process starts with you. We want to understand your goals – the reason you’re investing. We look at what you are trying to achieve and build a strategy around risk, investment structure and time frame. Goal based investing is proven by research to improve investment outcomes by encouraging optimal behaviour and more precise wealth management.

How much risk should I take?

We understand that no two investors feel the same way about risk. Some take a long view and are unperturbed by the market’s ups and downs. Others are more cautious but are willing to take calculated risks. By learning about your goals and building a roadmap, we’ll guide you to an asset allocation that reflects your risk tolerance as well as your objectives.

How do I stay on track?

Life and the financial markets have something in common: change. That’s why it’s essential to follow a well-defined process. We’ll monitor everything that can affect your investments — and we’ll make adjustments as needed.

We understand that everyone is different, which is why we’ll build an investment solution that ensures you are on the right track to meet your goals. We’ll meet with you regularly and offer monthly investment insights to ensure you understand not only the markets but how they affect your investments as we keep you on track to achieving your long term goals.

OUR INVESTMENT TEAM

The EFS Strategic Investment Team has extensive experience in macroeconomics, market analysis, and risk and security selection across a wide range of investments. The team is run by our Chief Investment Officer, Brad Matthews, who has over 25 years’ experience in devising investment strategies for clients ranging from SMSF’s to high net worth individuals.

 

Our Investment Team meets regularly to assess opportunities and risks across global markets, and set appropriate asset allocations and investment strategies for our clients. They look beyond cash and shares to ensure an array of choices are available to complement both your existing portfolio and the dynamic nature of changing markets.

ILLUSTRATIVE INVESTMENT PORTFOLIOS

  • Defensive
  • Conservative
  • Balanced
  • Growth
  • High Growth

Expert Accounting

Unlimited expert support

Consistent check-ins
We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.

Easy to schedule review calls
Book a call with your bookkeeper directly through the Bench platform. Whether it’s a year end review call or a monthly check-in, we’re always happy to talk shop.

Year-round support
Have complex questions? Our in-house research team is on hand year-round for expert small business advice—at no extra cost.

What you get with Bench

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

We can design a personalised plan that explains how we can help you to reach your financial goals.

Work with the expert tax team your business deserves

Start a free trial and learn how Bench can take tax and bookkeeping stress off your plate for good. We’ll do one month of your bookkeeping and prepare a set of financials for you to keep.