Investment Advice

At Fiducia we adopt a conservative approach to investing. This does not mean that we avoid asset classes such as shares and property, but more that we avoid speculating and only invest in diverse portfolios of quality assets that represent good value and then give those portfolios time to work.

Investing conservatively does not equate to being negative about shares. It can be difficult at times when markets are extremely volatile, to maintain a steady course. However, it is worth remembering “in volatile times wealth transfers from weak hands to strong hands”. (Warren Buffett)

What We'll Do

We will listen to you to develop a thorough understanding of what is important to you from both a financial and lifestyle perspective.

We will work with you to understand what your current financial position is, and identify what strategic opportunities you can take advantage of.

We will discuss openly what impediments exist in terms of you realising your financial aspirations.

We will become your sounding board for major financial decisions and considerations.

Personalised advice. Reliable outcomes. Rewarding Relationships.

Financial Planning & Retirement Advice