Contact us for a free initial consultation. Whether you want to get started, have us check your current portfolio or to simply have a chat, do not hesitate to get in touch..
Please see below or do not hestitate to contact us for further information.
Our typical charge is an ongoing 1% Management Fee per annum and an Initial Setup Fee, although this may vary to each client’s needs and the products provided.
Our target is 8% average annual return over the long term, which we view at a minimum of 3 years. We suggest most investments are held for at least 5 years; we have achieved 10.5% performance with our clients in this time.
No investment is guaranteed. However, we ensure that we only work with highly regulated and secure investment providers to keep your money safe. Investment performance is never certain, but our advisers only pick top funds that we believe are best suited to a client’s risk appetite to meet their desires.
We recommend that you start a monthly savings plan at $200 and lump sum invest with $20,000. Starting a regular savings plan is a great entry into investing which then creates a lump sum to be invested at a later stage in its own right.
Yes, we can arrange moving over your existing portfolio over to one of our advisers.