Grow Wealth

When it comes to investing, Eden's focus is making money for our clients - it's that simple.

We don't talk about 'modern portfolio theory', 'indexing', 'thematics', or 'chasing alpha'. We are simply focussed on generating sustainable after tax growth and income that represents an acceptable rate of return on funds invested.

We know that above average investment returns are achieved through the careful accumulation of undervalued assets over the very long term.

We do this via individually managed accounts that provide flexibile tax planning, transparency, and other benefits that come from having direct ownership of your investments.

Our investment philosophy is as follows:

Preserve capital
Through a proactive and disciplined analytical approach Eden recommends investments to our clients that are available at prices significantly lower than our appraisal of intrinsic value. This ensures that each investment has a 'margin of safety' to minimize any downside risk.

Our view on investing is simple - invest in growth assets only when there is a calculated opportunity to earn above a 'risk-free' rate of return. In the absence of such opportunities the safety of cash is preferred - this can be described as an absolute return approach.

This is in contrast to an index investment approach where the objective is to perform above a given market index - whether that index is in positive or negative territory.

Click on the graph above for more detail.

Maximise after tax returns
A long-term buy & hold approach is preferred as the constant trading of assets attracts unwanted tax consequences and transaction costs.

* For example, if you hold a $100,000 investment for 25 years that compounds at a rate of 12% pa, the after-tax value of your initial investment will be $1,448,000. If you find a different investment each year that gives you a 12% return, the after tax value of your investing activity after 25 years would be only $720,590.

Click on the graph above for more detail.

Transparency and lower costs through direct investments
To minimize fees and charges and their impact on your overall returns, we prefer direct investments (shares, property, cash and alternative assets classes) held through individually managed accounts. This means you receive the same transparency and tax benefits as if you were investing for yourself.

Know your investment
To ensure our clients have access to high grade investment opportunities, we contract only the highest regarded investment research houses available to money managers. These include organizations with vast physical and financial resources that assist us in the investment selection process.

We combine this with a further layer of qualitative and quantitative valuation analysis before an investment is provided to our clients as a recommendation. This approach provides a greater level of risk management for the investments selected, with the desired outcome being superior returns over the long term.

What amazing things can wealth do for you? Please see Enjoy Wealth.

For more information on how to grow your wealth call us on 03 9572 0524 or fill in the form below and we'll contact you. * Disclaimer: The examples are for illustrative purposes only. The assumptions used are not guaranteed nor indicative rates of return. Financial outcomes will depend on individual circumstances and risk profiles. Please seek advice in relation to your personal circumstances, risk profile, and objectives.