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Investment Philosophy

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As a fee only planner we are not restricted to advice on managed funds. As true investment advisors we discuss your preferred asset class such as residential property, equities, commercial property and fixed income and how this fits in with your overall portfolio. As an investment advisor we review the risk-return relationship in each investment and tailor an investment strategy aligned to your capacity and tolerance to risk.

At True Financial we believe clients deserve more than the average returns provided by fund managers. When it comes to equities, through rigorous research we have found key traits in stock selection that give you a greater chance to outperform the market. If you are looking at a residential property investment, we help you identify key traits in your investment selection process to give you a better investment experience. We couple this with a low fee approach that provides more returns to you. But at the end of the day it is not the headline return that matters but the after tax return (what’s left in your pocket) that really counts. We therefore ensure that everything we do, we do with tax implications in mind.

True Financial’s investment philosophy is an academically grounded approach that delivers consistent longer- term investment performance for clients. We do not engage in market timing or stock picking; instead we take a disciplined approach to asset allocation and diversification while taking into account risk and returns for clients. We want your experience to be a good investment experience.

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Meet John Duncan

John Duncan - Financial Planner

Director for True Financial - John Duncan - Fee Only financial planner To receive the best financial planning advice you need the best financial planner. John Duncan is certainly in that category. John is a financial planner who is unique in not only his high level of knowledge and experience in financial planning but also in the amount of areas that John advises in. A Financial Planner with a strong Education background John is a Certified … Read More

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True Financial is an Authorised Representative No. 428771 and Credit Representative No. 428873 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253

Contact Information: Address: 23 Errard St Kelvin Grove 4059 - Phone: (07) 3169 2570 - Email: admin@truefinancial.com.au - Web Design & SEO by: Visual Marketing

Information provided on this website is general in nature and does not constitute financial advice. True Financial Pty Ltd will endeavour to update the website as needed. However, information can change without notice and True Financial Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.True Financial Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, True Financial Pty Ltd, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by True Financial Pty Ltd. You may not alter or modify this information in any way, including the removal of this copyright notice.