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Wealth Creation

Wealth Creation

  • Our approach to investing is remarkably simple. We carefully invest in quality assets and companies only after defining your investing and retirement goals.
  • We conduct in-depth due diligence to evaluate each investment opportunity targeting returns, over the long term, of five percentage points above inflation.
  • Our approach, called Confidence Investing, is superior in many ways to traditional mutual fund investing.

Some of our clients come to us specifically for our investment consulting services. We provide these services to private clients, families, personal entities such as self-managed superannuation funds, provident Funds and family trusts. There are many providers of investment services and choosing a provider is not necessarily an easy process. At times, it is hard to see the difference between providers. This is one reason why we believe it is essential to share our investment philosophy. We believe that our approach, based on sound empirical academic thinking coupled with our practical application, sets us apart.  

Our investment philosophy is based on the following tenants:  

  • Investing is not speculating
  • Markets work
  • Risk and return are related
  • Diversification is essential
  • Costs and taxes matter
  • Discipline is paramount. 

Our advisers can share with you our philosophy in greater detail. But it is not just our thinking that matters. How we apply our thinking is what makes a difference at the end of the day.  Our investment consulting services can include: 

  • Asset allocation 
  • Investment selection
  • Investment review
  • Portfolio benchmarking 

At Midas FinServe, we have a researched and considered investment list that includes investments in: 

Midas FinServe provides you with the opportunity to consider your investment needs. No two investment plans are exactly the same. That’s why seeking advice is so important.