Investment Philosophy

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

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