Investment Strategy

Mark Begg: ‘I’ve been managing client’s money for over 30 years which is long enough to know that I don’t have all the answers. What I have developed over the years is a process that builds a diversified, low cost investment portfolio, designed to deliver the required outcomes’

We have been using Exchange Traded Funds (ETFs) since 2008 to keep costs down and underlying portfolio charges are in the region of 0.4% - 0.6% p.a, a fraction of what most retail investors pay.

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