Smart Private Wealth are outcome-focused investors. Our goal is to beat inflation. We do this because inflation diminishes the value of your savings: $1 today is worth less than $1 in 1999. By keeping up with inflation, we can preserve the purchasing power of your money.

On top of this, we look to add an amount expressed as a percentage (for example, inflation +2.5%) to help grow your wealth in line with your risk capacity. We define success by measuring progress toward your goals over the longer term, as opposed to a comparison against an arbitrary benchmark, like the S&P/ ASX 200, or peers in the market. We take this approach because beating a benchmark in a volatile market doesn’t necessarily mean material growth or returns for you.

We define risk as losing money that can’t be made back. In doing so, we focus on preserving your capital and invest with a margin of safety into the opportunities that truly stack up.

Your portfolios have the flexibility to invest with conviction in opportunities that we view favourably, while limiting investment in those assets with less appeal. At Smart Private Wealth we invest where and when it makes sense to do so, looking to deliver more consistent returns for our clients over the long term.

At Smart Private Wealth, we look for investment portfolios with robust strategies and strong management to achieve your investment goals. Portfolio construction is largely about risk management. Superior returns are the outcome of disciplined long-term investment strategies. 

The structure or investment vehicle can have a significant impact on the tax consequences of investing. By incorporating these investment principles, we can implement the investment strategy via the most appropriate vehicle for you to achieve your financial goals.