Investment Philosophy

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Investing with you in mind.

In an increasingly complex world, it’s vital that you know how we approach investing and what that means for you.

At SMART Private Wealth we love to work with individuals with a growth mindset. We work with you to identify thoughtful long-term goals and create an investment strategy to help get you there. In doing so, we strive to achieve consistent returns focused on reaching your goals and aspirations.

A new way of thinking about return and risk.

Investment Philosophy


Our philosophy is set out in these seven investment principles. We use these principles to guide our thinking, behaviour and decision making, every step of the way, ensuring that your goals, life stage and situation are all considered.

We put investors first

We believe the firms that put investors first win in the long term because their investors win.

We're independent minded

To deliver results, we think it’s necessary to invest with conviction, even when it means standing apart from the crowd.

We invest for the long term

Taking a patient, long-term view helps people ride out the market’s ups and downs and take advantage of opportunities when they arise.

We're valuation-driven investors

Anchoring decisions to an investment’s fair value – or what it’s really worth – can lead to greater potential for returns.

We take a research-based approach

Powerful research is behind each decision we hold, and we understand what drives each investment we analyse.

We strive to minimise costs

Controlling costs help investors build wealth by keeping more of what they earn.


We build holistic portfolios

To help manage risk and deliver better returns, truly diversified portfolios combine investments with different underlying drivers.

Let's talk.

We love to work with individuals with a growth mindset. We work with you to identify thoughtful long-term goals and create an investment strategy to help get you there.


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