Planning to Meet Your Purpose
We are an independent, values-led wealth advisor for families, entrepreneurs, and business leaders.
Wealth planning is at the centre of what we do: advice at the outset and perpetually for a single and simple all-in cost.
We combine this with a pioneering approach to investment management and the purpose of your wealth, to create and manage the right strategy for you.
OUR INVESTMENT PHILOSOPY
Costs have the biggest impact on long-term investment returns. Allocate fee budget wisely and keep costs as low as possible.
It is impossible to predict the future. Public markets are efficient: long-term consistent outperformance is rare and expensive.
Investor behaviour is a key determinant of long-term outcomes. Coaching helps block out the short-term noise, to focus on the purpose.
Diversification is the only free lunch in investing. Ensure that the portfolio is diversified across and within different asset classes.
Rebalancing should be driven by market movements to ensure that portfolios remain within risk parameters, capture returns and minimise losses.
Enabled by cutting-edge technology, we provide clear and simple visibility over your entire financial life.
OUR SIX DEGREES FAMILY
We work with some of the best advisors in the market today, bringing expertise across a wide range of disciplines. Welcome to the Six Degrees Family: your own curated and managed advisory team.