A major part of what we do at Total Advice Partners is investing clients’ money. Yes, we spend a lot of time on superannuation and tax strategies, asset protection, estate planning and client structuring - things that can be termed “traditional financial planning” - but the investment of accumulated assets remains central to helping clients achieve their financial objectives
It’s important to understand that not every wealth management business shares these beliefs. There are numerous varied methodologies to manage money and we constantly spend our time as investment advisers looking at things that can improve our process in the way we manage money. Having clients who truly understand the way we invest is also vital, after all there is little point in trying to follow a strategy of patient investing if clients panic at just the wrong moment.
At Total Advice Partners we tailor individual solutions for every client in recognition of the fact that every client is different and has particular investment needs. However, every tailored solution is built on a solid investment framework and set of core beliefs. For us, successful investing is about getting the big decisions right which means making sure clients are invested in the correct asset classes and that they are invested in an efficient manner that ensures they capture the returns that each respective asset class provides.
At Total Advice Partners we don’t speculate with clients’ money. All of the investment managers and asset consultants we use are solid, trusted and respected. For us to move away from this approach would introduce a level of risk we don’t think our clients would be compensated for.