Knowledge, Experience, Integrity

Investment Advice

It is said that successful financial planning businesses base their operations on a core investment philosophy and Robertson de Rooy & Associates is no different.

Although we offer a range of client strategies, it is fair to say that common themes run through the investment advice we provide to our clients.

Indeed these tenets have been a part of Robertson de Rooy since our inception and they are very much imbedded into our culture.

Robertson de Rooy & Associates believes;

  • Investing is for meeting long term goals: savings are for meeting short term goals.
  • Diversification is the key for not only does this build consistency but it also reduces potential risk
  • Asset allocation is the foundation stone upon which a portfolio is built, while active management and tactical considerations enable you to benefit from prevailing themes
  • Minimising cost is vital for long term investment success
  • Knowledge is power. Let's not forget that you are the controller of your destiny and we in turn are the navigator who proactively guides you through the financial maze.
  • Whilst risk is undesirable it is also unavoidable. The key is to strike the right balance with educated thought, qualified guidance and an appropriate timeframe.

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What you need to know

The intention of this website is to provide general information only and it has been created for this purpose. In preparing the website, we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this website to particular circumstances. Robertson de Rooy & Associates does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice.