Create your Personal Portfolio

Growing your wealth and protecting your capital.

As we get older your earning power will change over the years and so will your wish list, financial goals, health, dependents, values and priorities and your attitude to risk. We will walk with you on this journey.

It is a privileged to work with our clients, their children and grandchildren.

You have the freedom to choose the investments and stock you want to hold in your portfolio. Your adviser will share their knowledge and research. Your portfolio will be reviewed and monitored regularly throughout the year.

Portfolio Management

An independent custodian administers your portfolio. They will send you direct portfolio reports So that you can monitor the performance of your portfolio you will be given access to your own client portal to access your portfolio at any time.

Reporting

You will receive monthly portfolio reports from your adviser, meet with you throughout the year and any other time you choose and send you any reports you so desire.

You are a client for life

We work alongside you offering advice, support and research for you to make informed decisions. We will have many conversations about investing and other stuff as well. We will listen to what is important to you, things you have always wanted to do, your wish list, what are your concerns. Trust is important to us. We want to know your values, what motivates you, what gets you out of bed in the morning and what do you hold dear.  We want you to feel confident about your investment decisions so that you can sleep at night.