We believe in creating long-term, sustainable investment success by giving our clients access to broad and diversified sources of return.

By understanding clients' targets and risk tolerances, we can select managed portfolios and funds to meet their needs. We aim to allocate clients' capital across diverse asset classes to reduce overall risk whilst enhancing returns over the investment period. Our investment approach and thinking is driven by a long-term mindset with a focus on value.

Investment Philosophy

  • We believe that wealth is best created and preserved through patient & disciplined investing focused on the long term
  • We follow a value-based approach to investing
  • We seek to invest in high quality companies that are attractively priced relative to their future business prospects
  • We believe that the market’s short-term focus creates opportunities for those willing to concentrate on underlying business performance
  • We view risk as permanent losses of capital and not in terms of short-term volatility
Credo Wealth

Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.