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.