Davidsons fps

AdviceOur Philosophy of Advice

We believe that all successful long-term investing is goal-orientated and therefore planning-driven.

A client-specific goal-orientated strategy must come first before the portfolio management, never the other way around. We focus on the after tax financial position of our clients.

We also believe that by far the most important factor in determining the long-term investment returns people get in real life is their own behaviour. We coach our clients to act counter-intuitively throughout the investment cycle, by helping them avoid the great behavioural investment mistakes that results in the failure of the average Australian to achieve their life-time goals. For example by not running in with the herd near the top of a market and not fleeing during a downturn.