I gain significant satisfaction from helping clients realise their retirement dreams.Julie TancredFinancial Planner SSFS
Our Investment Approach
At SSFS our proven and robust investment philosophy is based on a multi-manager, multi-sector investment approach. We select specialist investment managers within each asset class, giving you access to the skills of experts from around the world.
All investment portfolios are constructed around the key principle of diversification. This principle helps reduce the amount of risk expected for a targeted rate of return, keeping you on the right path to achieving your lifestyle and retirement goals.
Your investment portfolios are recommended on the basis that financial markets fluctuate. However, with the benefits of diversification at all levels (ie, multiple asset classes; multiple managers and multiple stocks and securities) our investment process seeks to ensure that overall volatility is lowered and long-term investment returns are more consistent. Read more
Asset Classes: A group of securities that exhibit similar characteristics, behave similarly in the marketplace, and are subject to the same laws and regulations. Read more
The key to our investment approach is disciplined monitoring and researching of not only our current investment managers but also potential new managers who may provide a more competitive, long-term investment outcome for clients. Read more