Managing your own investment portfolio can be hit or miss, depending on how much research you've done, your attitude to risk and the quality of any advice you've received.
- Do you have time to research the various funds and fund managers?
- Have you recently made the decision to invest for your future?
We take our responsibilities extremely seriously when advising you on where to invest your money. That's why we spend so much of our time on research when looking for the brightest fund managers around. We use companies such as Ned Davis Research to provide thousands of hours worth of research and insight each year.
Intelligent individual advice
Life would be boring if everyone was the same and had the same attitude to investing. Our approach is to get to know you as an individual and ask all the right questions so we can make recommendations that suit your beliefs and circumstances.
There are many different types of funds you may want to look at investing in such as:
- Unit Trusts
- Index Trackers
- Investment Funds
Advice tailored to your circumstances
No two clients are the same when it comes to investing. Some of the areas we'll look at with you include:
- Your attitude to risk
- Any ethical or moral objections to investing in certain industry sectors
- Your tax position and other investments you have
- Your short and long-term financial goals
Clarity is King
When you read the financial sections of the newspapers or any other media, you may end up more confused than you started with due to the range of opinions surrounding investment strategies.
Our promise to you is that you'll receive clear, easy to understand portfolio advice.
We understand that investing significant sums of money is an important decision so we'll give you all the time you need and always be available to answer your questions.
Learn more about our portfolio building services by coming in for a chat