We believe that you have the most to gain by looking at your financial life holistically. This means building a strategic plan and an investment plan that are tailored to your own unique goals and circumstances.
Your tailored plan will lay out all the interconnected elements of your ‘financial big picture’ and it will guide you through the necessary measures required to give you the best chance of reaching your goals.
Once your plan is agreed, we will help you put each element into practice, and we will regularly review and update your plan as your life and the world around you changes. We are with you each step of the way, acting as your sounding board, providing trusted counsel, and ensuring that all your financial decisions are made in a considered, well informed way.
We are experts at building and managing low cost, highly diversified, fit-for-purpose investment portfolios designed to give you the very best chance of achieving your investment objectives.
We work with you to understand your investment objectives and preferences, and then we help you create a tailored ‘Investment Program’. This program sets out the rules and guidelines for how your portfolio should be operated. We will then take over the management and monitoring responsibilities of your portfolio, while keeping you abreast of what’s going on through regular meetings, reports, commentary and analysis. This approach allows you to be involved at the design level, while leaving the day-to-day management to us.
We keep detailed records of your personal financial affairs and we coordinate the flow of financial information to your accountants, lawyers and other professionals on an ongoing basis. We can even assist you with ongoing bill paying, project management and a range of other family office services (please ask us for more details).