By entrusting us to create financial strategies to grow, manage and protect, we offer peace of mind to enable our clients to focus on other aspects of their lives.
Our investment philosophy centres around constructing portfolios that are best suited to each client’s needs and preferences. Our extensive research capability allows us to identify leading investments, be it via specialist managers or directly listed on various stock exchanges. We can therefore design portfolios that provide outcomes that suit a client’s particular investment style, risk profile or preferences.
We have direct access to detailed analysis from research house, Mercer. Additionally we have strong links with leading stockbroking firms who can provide research and execution services for listed securities.
We have access to a wide range of investments including:
Cash Management & Fixed Interest
Exchange Traded Funds
Listed Property Trusts
Listed Investment Companies
Over the years, advancement in technology has enabled investors greater access to investment portfolio administration services for transaction and management. We have access to many leading platform providers.
Strategy & Portfolio Review
Our process incorporates ongoing management and review of client strategy and investment portfolios. Whilst meetings and client contact may only occur at scheduled intervals, we are continually reviewing the changing landscape with regard to investments and legislation which shape our recommendations for clients.
Our review service details our observations and recommendations regarding: