At Invest Blue we assist in the management of our client’s wealth to ensure that they maximise the opportunity to live their best possible life.
We all have an idea of what we want to achieve, but sometimes don’t have the time, understanding or the confidence to make it all happen. Working with an Invest Blue Financial Planner is the perfect partnership to ensure that you have the understanding, time and confidence to build your wealth and achieve your short, medium & long term dreams and goals. We focus on three key areas in developing your financial plan, built around your goals, objectives and vision of your best possible life.
Our Wealth Management approach is focussed on selecting the most appropriate investments for the enhancement and protection of your wealth, based on your personal needs.
If you want to lose weight, you need an exercise plan, diet and ultimately a fitness coach. If you have an investment property you seek the services of a property manager. Likewise, if you have financial goals, then Wealth Management is a simple way of ensuring your investment needs are being looked after and monitored on a regular basis.
We believe that putting in place a plan to live your best possible life is not a ‘set and forget’ action, but something that needs to be nurtured, monitored and regularly reviewed. Wealth Management is like running a marathon, just because you have trained and completed a marathon once before does not mean you will be in shape to do it for the rest of your life.
At Invest Blue, we take very seriously the responsibility and trust given to us by our clients in helping them to manage their wealth. Our clients give us the responsibility of protecting and enhancing their wealth and as such, we take a risk-based approach to the way we manage money. We aim to maximise the probability of our clients meeting their goals, whilst ensuring we implement a strategy that is consistent with their tolerance towards risk.
We do this by focusing on the two components of performance; risk and return, aiming to achieve maximum returns for the level of risk being undertaken.
When building your Wealth Management Strategy, in order to maximise the probability of you achieving your dreams and goals and living your best possible life, our Wealth Management Philosophy is made up of 6 core beliefs:
Ultimately the success of your Wealth Management Strategy is best exhibited when it allows you to achieve your goals and dreams so that you are able to live your best possible life.
However, we believe it is also important to track and measure the risk and return outcomes of your investment portfolio against independent benchmarks to ensure we are achieving the risk and return objectives of your portfolios and make proactive adjustments as necessary. We do this by assessing the returns generated by our portfolios, against the risk taken to earn those returns, and we benchmark ourselves against the returns generated for each unit of risk taken on, rather than just comparing on returns alone.
Additionally, when making comparisons, we focus on the medium (3 years) to long term (5-7 years) achievement of objectives, as we believe that investing is a long term proposition. Whilst we monitor the short term performance, we accept that there can be periods in the short term, where performance outcomes may vary between an active approach and a more set and forget strategy.
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