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 Dimensional Funds 

Dimensional provide access to investments that are based on the very best strategies to create successful investment solutions for investors.  Their approach is based on robust academic research implemented in such a way as to minimise costs for the investor.


To gain access to invest in their funds, Dimensional requires that investors have a relationship with an approved financial adviser.  We have gained that approval and use Dimensional funds as the basis for building successful investment portfolios for our clients.  We do not receive any form of payment from Dimensional whether that be up front or commission based.  Therefore we are not biased in any way.  We choose Dimensional funds because these funds work for our clients.

To get a better understanding of how we build portfolios that work using Dimensional funds please take a look at our Portfolio Basics page. 

To have a look at the latest results for the Dimensional funds that we use to build portfolios, click on the following link - Dimensional Fund Performance Graphs

Low Cost Access to Dimensional Funds


Our philosophy is that costs matter to investors.  We believe that we provide amongst the lowest cost access to these Dimensional funds.  We achieve this by running a financial advice service that cuts out unnecessary extras.  However we do not compromise on the service we offer to our clients. 


Take a look at our Portfolio Plus Service page for more details on the service that we provide.


If you have not already taken a look at the Dimensional website we encourage you to do so as it provides a wealth of important information about the way they manage investments.

If you have questions, or would like more information about Dimensional Funds, or would like to set up a time to meet or discuss details over the phone please leave your name and contact information.
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Scott Francis' articles in the Eureka Report 

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

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