Wealth Management

Making your money work harder for you, from savings to investments and more.

What Solution Can We Offer You?

One of the more complex sides to the overall financial plan, taking into account your various needs, desires and lifestyle — we are well placed to provide a complete solution.

Creating the right strategy from the start is key to effective wealth management and taking a holistic approach through detailed fact-finding allows us to create a solution specifically catered to meet your needs. Depending on your own attitude to investment risk, we craft an asset allocation model over the entire portfolio of investments.

Without a totally reliable crystal ball, even the best portfolio strategy can’t anticipate all eventualities. By making conservative initial assumptions, we can increase the probability that mid-course rebalancing and corrections will be positive. All planning should be treated as a work in progress; conducting regular reviews ensure we maintain the right track.

A complete investment solution may encompass many products and being independent allows us to offer numerous solutions for you:

  • Portfolio Account
  • Regular Savings
  • Mortgages
  • Managed Account
  • Investment Property
  • Trading Account
9.15% ROI

Annualised Over 3 Years

10.5% ROI

Annualised Over 5 Years

10AM - 5PM

Monday – Friday

Contact Number

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