When it comes to investing, we’re a little bit different.
As an independent, family and staff owned business, we understand the importance of a personalised approach.
For more than 35 years, we have been providing investment services to clients and their families - either directly, or through a trusted network of professional financial advisers. Our goal is to preserve and increase investors’ wealth, all while carefully managing risk and avoiding permanent loss of capital.
Select the path that’s right for you:
Our responsibility as your wealth manager runs far deeper than just generating portfolio returns. We can help you achieve your unique investment needs and goals through our expert financial planning and investment management.
Manage your clients’ investments with our range of investment solutions (covering different performance targets depending on your clients’ appetite for risk), freeing up your time to focus on nurturing relationships and better understand your clients’ needs.