Our Expertise

At Wealth Investors, we develop tailored step-by-step financial strategies and help you make informed decisions about your money.

This is one of the most important services we deliver to our clients. Clients find it invaluable to see us create a picture of their financial lives and develop multiple future scenarios to enable sound decision making. Once you have all of the possible outcomes in front of you, you’re able to make smart decisions.

Regardless of what stage of life you are in, this exercise is extremely valuable as it provides clarity on where you sit financially and how you are progressing towards your goals and objectives.

We complete this exercise on a regular basis to provide you with a greater certainty of outcomes. This will ensure the advice we provide you is relevant, and you have a good understanding of your financial affairs at all times.

We develop evidence-based investment strategies that are tailored to helping you achieve what’s important to you. Our focus is on capturing the optimal return while only taking acceptable levels of risk.

Our investment approach is grounded in economic theory and backed by decades of empirical research. Rather than attempting to predict the future or outguess others, we draw information about expected returns from the market itself.

Our focus is on how we interpret the research, how we design and manage portfolios and how we service our clients.

We take a less subjective, more systematic approach to investing. An approach we can implement consistently, even in challenging market environments.

See our Investment Philosophy for more information on this approach.

Growing wealth is one thing, keeping it is another.

We spend a lot of time making sure that you reduce the risk in the wealth that you have worked so hard to build so that it’s not overly exposed.

Protection is just as important to us as growth.

We regularly conduct risk analyses to ensure that you and your family will remain financially secure in the event of any unforeseen health issues.

This ensures that you’re adequately covered in the rare chance that bad fortune strikes.

Not all debt is bad. In fact, debt can actually work really well when it’s held against an appreciating asset that can generate wealth creation.

However, a clear plan for handling and structuring this debt is critical to maintaining a healthy relationship with debt so that we manage it… and not the other way around.

You don’t have to wait until you pass away to pass on money to the next generation.

In fact, our clients gain tremendous satisfaction in being able to give early inheritances as part of their long-term strategy.

Of course, doing it in the correct way is important, and we can advise clients objectively on how to pass on wealth with due consideration to all parties involved.

Schedule a Call

In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.