Financial Planning
Whether you are planning for retirement, building wealth or just want quality investment advice, Capitol Group Wealth can advise you on the most appropriate strategies you need to achieve your objectives.
Our advisers provide a comprehensive range of financial advice/strategies.
You can watch the videos in the links below to learn more.
Investment Philosophy
Our approach to investing is consistent, considered and patient. Backed by our collective experience and research, we develop portfolios that aim to deliver Financial Peace of Mind to our clients.
Our portfolio construction is based on the following principles:
- Diversification. To limit investment risk and enhance performance, diversification is achieved on many levels, such as the Asset type, Region and Investment style.
- Avoid Complexity. Invest in what we understand and can explain to clients.
- Owners not staff. We prefer investment managers whose interests are aligned with our clients.
- Lower fees. Across a portfolio we aim to keep the investment expenses low.
- Look forward not in the rear-view mirror. Learn and respect history, but invest looking to the future.
- Process. Our investment decisions are based on a process - not emotion.
- No conflicts. We don’t receive fees or commissions from the investment managers we work with.
- Patience. Investing success is best judged over time. We don’t rush the investment process.
Our aim is to build lasting, engaging relationships with clients. We seek to work with you over the long term in creating and managing a plan that works for you now and into the future.
Advisers within Capitol Group Wealth are licensed to Consultum Financial Advisers.
Tip - Investing is a risky business; focus on the long term – remember quality never goes out of style. If you invest wisely you will be rewarded in the medium to long term. Make sure you regularly monitor your investments and don’t be afraid to seek or engage professional financial advice.
Your First Meeting - Preparation and Checklist CLICK HERE
Adviser Profile - Julio Carrieri
Adviser Profile - James Baxter
Disclaimer: Latin Pacific Holdings Pty Ltd t/as Capital Group Wealth is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323.