Intelligent Investing

Your financial goals are extremely personal and unique to you. So, it's only fitting that your investment portfolio should be personalised and established with these goals in mind.

Our aim is to create just this for you – a customised investment portfolio that not only helps you to achieve your financial ambitions for the future, but one that works in tandem with your financial life plan.

As we build your portfolio, we involve you in every step to ensure that all decisions made align with your key priorities and future interests.

How we choose investments

We consider ourselves financial planners, not product sellers. As we have no in-house funds or investment products to sell and have relationships with a broad range of international investment managers, we place a strong emphasis an unbiased investment advice.

Our process is simple, but it’s one that has been honed through years of experience. We search for low-cost, high-performing investments; ones that are tax-efficient and most importantly, transparent. We opt for evidence-based strategies, avoiding hype or opinion.

“The simple truth is that most people are overpaying for underperforming investment funds. The evidence is that 90% of investment funds underperform over a 10 to 15- year period. But there is a better way – that marries lower costs and better performance.”

- Mark Power

Building a successful investment portfolio

With Saol Capital, what you see is what you get: transparency, honesty, dedication, and an expert service. We always strive to live up to our promises, so you can count on us to be open and up front about the most important facts, such as what investments are most likely to work for you, along with the investment returns you can realistically expect.

We base all client investments on the following three core investment strategies:

Index Portfolio

An Index portfolio is based on the theory that the market, in the long run, will surpass any single investment. It therefore endeavours to match risk and return.

Factor Portfolio

A factor-based investment portfolio is geared towards certain factors (such as value and quality) in a bid to generate sustainable investment returns. Its approach is quantitative and based on discernible data, as opposed to opinion.

Sustainable Portfolio

A sustainable portfolio involves the integration of a set of sustainability-related standards (environmental, social and governance) into an investment portfolio.

Stay in control of your investments

Saol Capital’s dedicated client portal, CANVAS, allows you to monitor your investments whenever, wherever.

Access, store, and share all your financial information in one place including portfolios and financial goals.

View your financial life in real time from a phone, computer, or tablet.

Contact your financial planner with any investment related questions.

Invest in your future

Our tried-and-tested process will place you and your goals out front, as we strive to deliver exceptional returns. Invest in your future financial success today by giving us a call.