Education is key! Our aim is to help you develop a sound understanding of investing so you feel more confident when making decisions. That doesn’t mean, we leave you to it. On the contrary! What it means is that we impart our knowledge onto you and guide you to make fully informed and educated investment decisions.
As Authorised Financial Advisers, we follow an approved 6 step advice process. Only after completing a needs analysis to ensure we understand your reasons for investing do we recommend an investment solution. We take into account your objectives, the time-frame over which you intend to invest, your risk profile and any existing investments you hold.
To stay on track, we regularly review your portfolio to ensure it continues to meet your needs and changing circumstances.
We report to you during the year and at tax time with simple, easy to understand reporting. We take the hassle out of investing by looking after the administration involved.