williamgrant > Investment Philosophy


Investment Advice

At williamgrant Financial Consultants our advisers have a combined 60 years’ experience in investment markets.

Our investment philosophy is built upon three key strategies:

  • A conservative approach to investing your money
  • We aim to protect capital
  • We focus on income-producing investments

Our research and experience enables us to provide you with an investment approach that focuses on reducing volatility, which reduces the risks to your investment. This comes down to not only what you invest in, but also, and often more importantly, what you don’t invest in.

We can build and tailor an investment portfolio that takes into account your goals and objectives and your thoughts and comfort toward investment risk.

We monitor your investments on an ongoing basis and we will advise you when we feel changes are necessary, based on the prevailing economic and market conditions at the time.



Terms & Conditions & General Advice Warning

williamgrant Financial Consultants (ABN 73 856 002 122) is a Corporate Authorised Representative (425552) of WGFC Pty Ltd ABN 44 632 388 919, Australian Financial Services Licence 515748. 2/22 Railway Road, Subiaco WA 6008, phone 08 6282 0170.

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