We have a dedicated team of skilled and experienced people to deliver your financial planning and investment management services. In addition to your own dedicated Wealth Manager, there will be many others working behind the scenes for you.
Our inhouse committee oversees our investment decisions around asset allocation, fund selection and portfolio composition.
A dedicated team of support staff provide high quality administration and reporting services to deliver your plan.
Our skilled team of qualified and experienced researchers and analysts help shape our advice and provide technical support.
From Compliance to Marketing, Accounts to IT, our Operations staff are vital for the continuing development of the company.
We take a caring approach to understanding your personal needs and requirements and tailor our service to you.
Once your plan has been agreed, we provide comprehensive levels of ongoing support.