Rob PooleOur approach to investing is goal focused and planning driven, rather than being based on some attempt to out-guess the markets.

Doctor Rob Poole is just one of our clients who has bought in to our investment philosophy.  He believes that adopting a ‘buy and hold’ strategy and keeping costs low will give him the best chance to achieve his long term planning goals.  Since his son Ben was born 18 months ago, Rob feels he has a clearer reason for investing.

The Daily Telegraph asked to speak to one of MFP Wealth Management’s clients about their reasons for adopting the ‘passive’ approach to investing, and Rob was the ideal person to explain his rationale for switching from active fund managers to our academically grounded approach to investing.  You can read the full article here.

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