INVESTMENT
PHILOSOPHY
How We Invest
Everyone is unique. You may be adventurous and inquisitive, with a streak of flamboyance. You could be a maverick with a high-flying persona and powerlifting. You maybe be cautious but optimistic. You could be dreaming of making a difference in the world around you. You could be a captain sailing the seas, a pilot winging the skies, or a woman preparing to land on the moon. Whatever you may be, you can find a like-minded partner at Wealthfusion, who understands the real you.
The investments we make are centred around you – we take out the time to understand your plans, implement the strategies, and prioritise your priorities.
Our investment advisors will be by your side to help you achieve your goals.
The Journey, the Experience
Personal client connectivity is the quintessence of Wealthfusion. We’re not content with a passive dynamic, and instead focus on forming bonds fuelled by a passion to bring you on the journey with us – be it shareholder or family investments. We seek to learn with you, to keep you informed and to enjoy the wonders of an exciting professional bond replete with fun, strategy and most importantly excellent wealth management solutions. We learn alongside you, engaging in a proactive dynamic that consistently grows. When we move, we bring you with us
“The only source of knowledge is experience”
Albert Einstein
Emotions & Relationships
Emotion and relationships are at the heart of the Wealthfusion ethos. Being part of our clients’ extended family, we take up the onus of ensuring stress free financial management so that our clients can focus on their core businesses/ professions and enjoying their life experiences with their loved ones. Emotional intelligence is the very nucleus to the Wealthfusion ethos, meaning our decisions are not just from a financial apparatus, but guided by rational thinking that centre around our client’s aspirations, goals and the relationship we have formed and nurtured together.
“Our feelings are our most genuine paths to knowledge”
Audre Lorde
Futuristic
Like the great minds of centuries passed, we do not settle for the pre-conceived notion of possibility…we challenge it, change it, redefine it. We take knowledge bound by the science and intelligence of the private wealth management sector and mould it with innovation, wisdom, and creativity. We call it the Future. We take the future and layer it with strategy, combining imagination with proven method. In doing so we arrive at an altogether unique destination to separate us from the crowd, but more importantly, enlighten our clients to a whole new realm of possibility for asset structuring and investment strategies. We think forward, always, to ensure your legacy and succession are clear and hassle free.
“Change is the only constant in life.”
Greek Philosopher Heraclitus
Dreaming in colour
Knowledge is built from experience and invaluable experience is found in the tiniest crevices of the world. To find them we have searched over time, picking up the best of the best from around the world and along the way added likeminded but uniquely creative members who are keen to be the wayfarers for YOU. Wealthfusion is built on a trust that we will never leave you in the dark, more so open your eyes to the wealth of colour.
“Listen to the colour of your dreams”
The Beatles
Sustained Results
We are prised by our vision for longstanding relationships, the desire for the marathon not the sprint. Our visions are designed for sustained long-term results, not just the short wins. We curate immediate goodwill for our clients, the kind of which lasts forever amounting to superb long-term gains.