Our team approach

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.

investment committeeOur inhouse committee oversees our investment decisions around asset allocation, fund selection and portfolio composition.

client SupportOur dedicated team of support staff provide high quality administration and reporting services to deliver your plan.

paraplanningOur skilled team of qualified and experienced researchers and analysts help shape our advice and provide technical support.

operationsFrom compliance to marketing, accounts to IT, our Operations staff are vital for the continuing development of the company.

 

 


How We Work With You

We take a caring approach to understanding your personal needs and requirements and tailor our service to you.

Our Ongoing Support

Once your plan has been agreed, we provide comprehensive levels of ongoing support.

Your Wealth Management

Your wealth is important to you, we can help you manage, grow and secure your wealth with our long-term approach.