Enjoy a better investment experience.

Evidence-based investing.

One of the things that makes Videre different to other financial firms is the fact that our investment philosophy is based entirely on academic evidence.

We’ll help you invest and grow your wealth so you can make the most of life.

Your investment portfolio is designed to be the funding vehicle of your financial plan. We take an objective scientific approach to building portfolios because we believe that investment decisions should be guided by the wealth of evidence available to us. We focus our attention on decades of academic research and insights, not those trying to sell investment products.

We prefer not to speculate and forecast; markets go up and down. Instead, we concentrate on what we can control and the areas where we have the greatest probability of success. The result is a set of beliefs, principles and rules that guide logical decision making. We'll never:

Manage your investment portfolio without a clear plan

Predict or forecast markets, the economy or interest rates

Be able to control short-term volatility

Let you sell during a temporary declining market

Focus on unimportant things that are outside of our control

Encourage you to do something we wouldn't do ourselves

"Thank you for all your expert help and care. We now have a lot more clarity over our future."

Kevin Hughes
Executive

"Videre helped me navigate the complexities of my finances, allowing me to get organised. Their structured and personalised approach has been a breath of fresh air."

Sharon Rowlingson
Retired

We ensure clients have a better investment experience.

We pride ourselves on our innovative thinking and human-centred service. You’ll never receive pre-packaged, product-led or sales-driven financial advice. Our aim is to help clients enjoy a better investment experience; one where they benefit from peace of mind and still participate in the wealth that capital markets can generate.

We take a systematic, disciplined and rational approach to investing. In order to give our clients the highest chance of success, we have designed a rigorous and disciplined goals-based process, factoring the in the following:​

What is your money for?

What are you looking to achieve?

When will you need this money?

What level of return do you need to live your ideal life?

Investing for life.

We help clients obtain the bulk of the returns delivered by the markets, by minimising both financial and emotional costs, making use of allowances, optimising tax-efficiency and helping them to stay the course. Belief, patience, perspective and discipline are the pillars of a successful investment experience.

Build wealth.

Beat inflation.

Achieve goals.

Save tax.

Manage risks.

Avoid mistakes.

Our Investment Principles.

1. Embrace Market Pricing

The market is an effective information-processing machine. Each day, the world equity markets process billions of dollars in trades between buyers and sellers—and the real-time information they bring helps set prices.

2. Don’t Try to Outguess the Market

The market’s pricing power works against fund managers who try to outperform through stock picking or market timing. As evidence, only 18% of US-domiciled equity funds and 15% of fixed income funds have survived and outperformed their benchmarks over the past 20 years.

3. Resist Chasing Past Performance

Some investors select funds based on their past returns. Yet, past performance offers little insight into a fund’s future returns. For example, most funds in the top quartile of previous five-year returns did not maintain a top-quartile ranking in the following five years.

4. Let Markets Work for You

The financial markets have rewarded long-term investors. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation over the long term.

5. Consider the Drivers of Returns

There is a wealth of academic research into what drives returns. Expected returns depend on current market prices and expected future cash flows. Investors can use this information to pursue higher expected returns in their portfolios.

6. Practice Smart Diversification

Holding securities across many market segments can help manage overall risk. But diversifying within your home market may not be enough. Global diversification can broaden your investment universe.

7. Avoid Market Timing

You never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to seek returns wherever they occur.

8. Manage Your Emotions

Many people struggle to separate their emotions from investing. Markets go up and down. Reacting to current market conditions may lead to making poor investment decisions.

9. Look Beyond the Headlines

Daily market news and commentary can challenge your investment discipline. Some messages stir anxiety about the future, while others tempt you to chase the latest investment fad. When headlines unsettle you, consider the source and maintain a long-term perspective.

10. Focus on What You Can Control

A financial adviser can offer expertise and guidance to help you focus on actions that add value. This can lead to a better investment experience.

-Create an investment plan to fit your needs and risk tolerance.
-Structure a portfolio along the dimensions of expected returns.
-Diversify globally.
-Manage expenses, turnover and taxes.
-Stay disciplined through market dips and swings.

Get in touch

Contact us for more information or to book a call.

What is evidence-based investing?

Evidence-based investing is an approach that relies on decades of academic research and global historical market data to guide investment decisions. Instead of reacting to short-term market trends, it focuses on long-term insights, building an investment philosophy grounded in data rather than speculation.

This approach draws from rigorous investment theory and research, including contributions from three Nobel laureates, reinforcing a disciplined, rules-based, and unemotional investment process.

Why we stand out.

Our independent, fixed fee financial planning service offers a very different approach to many traditional financial advice firms.

Simple fixed fees, transparent approach.

We've taken a completely fresh approach to fees. We don’t charge percentages or use confusing fee structures that make no sense. Our fixed fees are simple, transparent and fair.

Financial planning, not product selling.

You need more than a salesperson in a smart suit. We're not incentivised to sell you products. Instead, we have a genuine interest in helping you get the most out of life with your money.

Independent, evidence-based solutions.

Unlike many big names, we research our chosen investments and solutions from the entire market, removing conflicts of interest and ensuring you get a cutting-edge, evidence-based investment strategy.

See how we can help you live your best life.

Take our free financial health check or book a free initial meeting to see how we can help you get the most out of life.

The science of wealth.

Ready to learn the science of building wealth? We've launched an independent website full of videos, podcasts and blogs from our experts. Our aim is to take the complex and make it simple. No sales. No nonsense. Just quality information to help you on your financial journey.

Find out more

How much money do I need in retirement?

If you don’t know what ‘enough’ looks like, then you’ll never know whether you have it. And if you don’t know whether you have it, then you’ll always live the life of someone who doesn’t have ‘enough’… even if you do.​

The 7 most common mistakes of DIY investors.

We see lots of DIY investment portfolios. In this video we unpick the 7 most common mistakes.

Make smarter financial decisions.

Get email updates from our experts. No sales. No nonsense. Just quality information from The science of wealth to help you on your financial journey.

By subscribing you agree to with our Privacy Notice and provide consent to receive email updates from our company.
Thank you! Your submission has been received!
Oops! Something went wrong. Try again.

YouTube channel.

Your go-to resource for expert tips, insights, and step-by-step tutorials. Our videos break down complex topics into engaging, easy-to-follow content. Designed for busy professionals, each video provides bite-sized value to help you make smarter financial decisions. Hit subscribe and join our growing community!

Podcast.

Each episode delivers actionable insights, expert interviews, and deep dives into topics that matter—whether it’s investing, financial planning, retirement or building long-term wealth. Designed to empower professionals, our podcast simplifies complex topics into practical steps for real results.

Free webinars.

Join our free webinars and gain exclusive access to industry-leading experts sharing strategies to grow, protect, and optimise your wealth. These live sessions cover a range of topics. With interactive Q&As, real-world examples, and practical takeaways, our webinars are an efficient way to boost your knowledge.

Free courses.

From the basics to mastering investments, these courses summarise everything you need to know when it comes to money. Each course is full of clear, actionable content to help you take control of your financial future. Work at your own pace, revisit lessons anytime, and see measurable progress.