Informed Investor

Not getting the results you want?

Happy with the advice you have been getting from your IFA or wealth manager? Fine, we’re very pleased for you, sincerely.

Then again, if you are not sure, perhaps it’s time you had a second opinion on your investment portfolio. We can do it for you, completely free of charge, with no obligation.

You can then decide whether you want to educate your existing wealth manager and see what happens, or you can talk to us about ways to improve your portfolio’s performance.

The way we see it, if you are not getting the results you want, there are a few possible reasons:

  • Your expectations are unrealistic given your investment portfolio and risk profile, or
  • You are paying too much, for too little service and return.

The best way to have better results from your investments is to make your money work harder. And as you already know, this is not as simple as it sounds.

Our role as investment managers is to help you make smarter decisions based on the results you want and the investments you can make. Our experience, strategies and attention to detail can help you make the most of the growth years, and implement strategies to beat inflation and stay buoyant during tough times.

And for our more astute investors…

Jargon-free is the way we like things done but for our more expert clients we’re very happy to have a more technical conversation about investment strategy, the markets and your investment options.

Give us a call or drop us a line to find out more! We think you will find the time well spent…

Our Approach
The way we work for you
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