Investing

Providing a pathway to financial freedom

What is Investing?

Investing involves allocating money with the expectation of generating an income or profit. Investments include stocks, bonds, mutual funds, real estate and much more.

We believe in a consistently applied set of investment principles to guide our investment decision making. Our portfolios are designed to keep pace with market returns while outperforming the market during a downturn.

At DreamWise our priority is our clients and investing can help achieve your long-term financial goals like retirement, education and major purchases.

Our Investment Philosophy

  • Active Investments

    Market efficiency varies, therefore we create opportunities for active strategies in specific asset classes which can add value to your portfolio.

  • Price & Value

    We ensure investments are cost efficient and demonstrate underlying value.

  • Effective risk management

    We focus on managing investment risk, ensuring returns can be maximised relative to the lowest risk possible.

  • Broad diversification

    We diversify across asset classes, managers and sectors, increasing the potential for more consistent, long-term returns.