Hello, we're Millcroft Financial Group
Started in 2003, Millcroft offers over 230 years of combined financial services experience.
At Millcroft Financial Group, we offer a personalized yet sophisticated approach to financial planning. Focus is on common sense and process, rather than product. We are dedicated to timely reviews and updates. This secures a dynamic, progressive and ongoing relationship with our clients.
We employ a network of Insurance, Wealth Management, and Tax and Estate Planning experts to support you and your goals.
We aim to ensure solutions are proactive rather than reactive. A financial plan should reduce stress not increase it. Building one is not just about creating a better future, it's about creating a better now.
Our Investment Philosophy
We believe:
- A consistent, disciplined approach is boring… But it works The value of a financial plan cannot be measured by short term returns.
- Professional advice shows its value over time and has been proven time and again
- Managing behaviour towards money is the single biggest contributor to growing wealth and keeping it
- Active management counts; active planning counts even more—it’s not about how much you make, its about how much you get to keep
- In investing in great companies in great economies
- Without sustainable earnings, you don’t have a great company
- The cheaper you can buy a dollar of earnings, the better
- Everything else you invest in should be done at the margins to reduce risk or increase returns
- Entrepreneurial risk gets you entrepreneurial return, comfortable risk gets you comfortable return and no risk gets you no return
- If it’s too good to be true, it likely isn’t true
