Goal-based Investment Planning

Every investment we make for you begins with a goal, a date and a risk budget. The portfolio follows from those three things, not the other way round.

What we do

Whether it’s saving for your child’s education or building a retirement portfolio, we help our clients with goal-based investments that are risk-profiled and time-horizoned to meet individual needs.

1Goal mapping: each objective gets its own time horizon and required return.
2An investor risk profile questionnaire you complete before we meet, which we discuss with you and revisit at each annual review.
3Silke model portfolios, local and offshore, built from carefully selected unit trusts on the Allan Gray investment platform. Your quarterly statements come directly from Allan Gray.
4Annual review against the goal, with rebalancing only when it earns its cost.

Who this is for

Parents saving for education, professionals building long-term capital, retirees drawing an income, and family trusts and companies investing for the long term.

Insights