Bluepoint
Consulting - “The
Right Advice”
Bluepoint
Consulting has one primary aim – To
give the right advice by putting our clients' interests
first every time.
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Bluepoint
Consulting is licensed to deal in a wide range of asset classes and securities and free to work with any financial institution.
We are not beholden to any particular asset class, product
manufacturer or market. Unlike most investment professionals
who are paid on transactions, we are very happy to advise
a client to ‘do nothing’ if that is the
right advice.
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Because
most of our clients pay an annual retainer, based on
our time and expertise, it is crystal clear, at every
moment, in whose interest our advice is given.
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Due
to our investment process of using wholesale funds and
listed securities, the products we recommend generally
do not pay commissions.
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We
find our clear stance on fees vs commissions gives us
a unique freedom to seek and advise the best investment
ideas and negotiate on our client’s behalf the
best pricing available.
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Our
advisers are proven and experienced investment specialists
with an enviable track record.
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We
see our service as having the capabilities and expertise
of a private bank, but the pricing and intimacy of a
small business.
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Our
loyal clients are generally interested and sophisticated
investors who value the contacts and skills of our advisers.
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We
ensure our advisers have the time and the capacity to
genuinely look after our clients and we tailor our services
and our pricing to their needs.
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We
prefer to work closely with our clients’ other
advisers (accountant, broker, banker etc) to ensure
the best outcome for our clients.
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aim to demystify the investment arena and provide sound
investment advice and products to investors. Our process
is based on an understanding of the large number of
decisions that affect investment results. This process
relies on outlook, research, and good judgement. There
are four principles which we consistently apply in investment
management:
Quality
– investment
in quality assets that are capable of creating wealth
Value
– assets are purchased and held at values
that can be defended and sustained
Diversity
– diversification across the sources
of investment return from asset classes to securities
managers and investments
Time
– successful investing takes time so
discipline, not emotion, drives investment decisions
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