Utilizing research from Lonsec, we strive to attain only the highest recommended direct shares and managed funds. We look at utilizing assets that will go up in both a rising or falling stock market whenever possible. We even take the management of term deposits and cash to a higher level with a platform designed to shop the best term deposit rate without our clients constantly filling out new paperwork.
Furthermore, we have learned that investing is about getting the right mix of assets, or asset allocation. This meant we kept plenty of cash in the bad times and took advantage of the growth in the good times. These are pretty basic principles but they work.