Growing Your Wealth

Our philosophy works on the basis that successful investing is considered to be a dynamic balance between strategy allocation and investment choice.

Our Investment Philosophy

In order to seek the best possible investment outcomes for our clients, Carlton Smith Financial Planning has taken on board one particular “golden rule” of investing – “I am more concerned with the return of my money than the return on my money”. – Mark Twain

Capital preservation is the highest priority when putting an investment portfolio together with clients. This does not mean that clients cannot lose money, as they are investing in “risk” markets to try and gain a better return, but as we strive to achieve the level of return a client needs, preserving their wealth is at the forefront of our minds. This is what we describe as a risk managed approach.