I believe in goal-focused planning, long-term perspectives and behavioral modification. Most investor’s behaviour focuses on selection and timing that usually leads to making mistakes such as: speculation, chasing fads and panicking. I help clients avoid this, which more than compensates my investment fee in the process. I also endorse the pension plan approach that guides me in benchmarking clients’ real life returns. I am not trying to sell clients just anything, but rather show them the best way to achieve financial goals. After all, this is my field of expertise.
With over 30 years of investment experience, my philosophy about investment success has less to do with market PERFORMANCE and everything to do with investor BEHAVIOUR. These are the six indicators of a successful investment portfolio: