infonews.co.nz
INDEX
BUSINESS

Collaborative Consulting Design Financial Planning Strategy Around '6 Max Factors of Investment'

Friday 23 March 2018, 6:40PM

By Beckie Wright

262 views

Financial planning firm Collaborative Consulting has designed an investment strategy structured around pursuing the ‘6 Max Factors of Investment’. Built on many years of academic research, these six dimensions were discovered to tilt portfolios and achieve an above market return, namely: market, company size, relative price, profitability, term and credit.

The first four factors are categorised as shares or equities, and the latter two are bonds. The expert financial advisors at Collaborative Consulting stand by these factors, allowing high-net worth investors to build a consistent and above-average edge on their portfolios.

The 6 Max Factors of Investment structure is not about chasing unrealistic returns, as these factors don’t carry the high risks normally associated with increased returns. This allows the success of the factor-tilting to be replicated, over and over within a long period of time.

John Milner, Managing Director of Collaborative Consulting, identified these factors in an effort to share his three decades of investment experience and business success with like-minded individuals. Walking the talk with his financial advice, John runs a successful business and is independently wealthy in his own right.

John and his selected finance and investment experts bring financial certainty to their clients. Keeping in mind the six dimensions is only one aspect of the professional financial advice that they provide. Overall, Collaborative Consulting create independent investment strategies to help high net-worth individuals achieve realistic investment and life goals.

Their collaborative approach has earned the trust of many happy clients, keeping clients on track with their financial goals through the highs and lows of the global capital markets. They are also purely fee-based, which means they don’t accept commission payments from companies you choose to invest in.

If you’re looking for an expert financial advisor that will give you truly independent and personalised goal-driven advice, visit the Collaborative Consulting website today and contact the team for a free consultation!