Our Investment Philosophy
JPM Investment Group was founded on solid investment and strategic financial planning principals.
Strategic Financial Planning Advice
JPM Investment Group provides comprehensive and innovative finanical planning advice for their clients. The firm tailors the advice to your individual life stage, goals and objectives.
The strategic Financial Plan which is prepared for our clients aims to balance the lifestyle goals of living a fulfilled and sometimes demanding lifestyle. These lifestyle goals are then layered with your financial objectives and goals. Sophisticated strategic modelling, cash flow analysis and projections are then compiled to simulate your projected outcome based on scenario modelling.
The strategic planning recommendations of JPM are not static as they evolve as the economic environment and your personal situation change. To cater for this, regular formal client meetings reviewing these elements are conducted throughout the year to ensure that the plan is on track.
Investment Financial Planning Advice
The investment philosophy of the firm embraces both fundamental analysis and technical analysis.
Our Directors travel the world to track down the latest ideas and research. Some of the events which we regularly attend include the Warren Buffett Annual General Meeting. At this event Buffett speaks about the economic oulook and his investment philosophy on the world during this 5 hour question and answer session.
Our firms association with Harry Dent means we are recognised as an accredited adviser of the HS Dent network which provides our firm with monthly updates on the most up to date economic trends and forecasts from this best selling author and well respected leading global economist.
Finally, timing the markets on entry and exit points can be critical when setting portfolios, changing investment options and protecting portfolios during economic uncertainty. Our firm incorporates not only fundamental analysis but technical analysis when setting and managing clients portfolios. The basis of this technical analysis has been built on WD Gann theory which assists us with these critical timing points both now and in the future. Our Financial Planning firm has engaged a well respected WD Gann analyst.