Carbon Financial Partners Ltd

Our principles for financial planning

1. We take the minimum risk necessary to achieve your target return.

2. We avoid investments that appear too good to be true, because they usually are.

3. We encourage long term investment, as the financial markets reward long-term investors.

4. We build globally diversified portfolios, so you are well positioned to enjoy returns wherever they occur.

5. We avoid active buying and selling as it adds significant cost and erodes value.

6. We believe forecasting is folly. Investors overestimate their own ability to predict new winning stocks. We follow proven stocks.