Vanguard

At Vanguard, we want to the best for the client. We know we can’t time financial markets. We understand that all investment involves risk. That’s why we encourage investors to focus on what they can control, on what will make the most difference to achieve a positive outcome. We summarise our approach in four key investment principles: Create clear, appropriate investment goals; develop a suitable, diversified investment portfolio; minimise cost; maintain perspective and long-term discipline. For most investors, in our view, these four simple principles are a good guide to successful outcomes.

We’re delighted to be partnering with Succession, which offers a highly experienced team of professionals committed to excellence in financial planning and the very best in customer service, whether private or corporate. We feel that this expertise, together with Vanguard’s low-cost, high-quality funds, represents a great combination for investors.