Client advantages
We deliberately work with a limited number of clients. We have come to know all of them very well and this is essential when we work together.
We design an integrated financial plan to secure long-term financial freedom. We plan ahead for life-changing events.
Advanced tax planning maximises the flow of income and wealth for you and your family.
Clients experience better investment returns because we do not add extras. There are NO commissions, NO hidden costs, NO unrealistic promises, NO understated risks. In fact, there is NO unnecessary complexity whatsoever. We could impress with jargon but the way to be a happy investor is to own a portfolio you can understand.
A Robust Investment Proposition
You invest better by securing market returns. Our evidenced-based investing is SIMPLE, LOGICAL and TAX EFFICIENT.
Our clients have come to expect reliable
investment returns and know their investments are held in safe custody.
Our methods may be simple but they are smart. They are based on 50 years of academic science including seven Nobel Prize winners. Michael Barr & Co. Ltd. has over 30 years of investment success.
Socially responsible investing
For the increasing numbers of investors who wish to have an Ethical investment solution, we have developed investment options that exclude companies that do not meet specific ‘socially responsible’ criteria. Importantly, this does not compromise our wish to maximise the investment return for a given amount of risk, or sacrifice our low-cost investing principles.