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Our approach

Your investment strategy

At Veritas, our goal is to help you to achieve your investment objectives while considering the risks associated with your plan of action. This approach often requires a compromise and a trade-off between the return on your investment and the risk associated with delivering the required return. Our role is to support you in making sound financial decisions.

Our investment philosophy – the principles that shape the financial decision-making process:

  • Asset allocation and diversification is a key driver of investment returns.
  • Risks need to be thoroughly understood.
  • Investing for the long-term is imperative.
  • Capital must be protected in down markets.
  • Costs must always be considered.
  • Emotions can erode the best investment decisions.

Our commitment to clients

  • We are an independent financial planning practice.
  • We offer products and funds to our clients completely autonomously and free from obligation.
  • Our role is to advise on the best ways of allocating money to achieve certain goals.
  • We are in this for the long haul; we’ll be there for the good times and bad.
  • We appreciate how quickly life changes, that’s why we continuously review and refine.
  • We go out of our way to meet clients regularly so that they stay on top of their financial affairs.
Call us today to help you achieve your investment objectives
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