We provide a diverse range of investments and retirement solutions with access to local and international investment markets to suit a variety of investor needs.
To complement our investment services, we also offer a simple range of products in areas including Unit trusts, ETFs, Endowments, Preservation Funds, Retirement Annuities, Guaranteed Annuities and Living Annuities. If you are investing for a child’s education, saving for retirement or you want a product that will provide you with estate planning advantages, we can assist you find a product which can be tailored to suite your particular needs.
As an independent wealth management firm, we provide an intermediary service to our clients and therefore we do not own any investment products. We are not incentivised to favor certain product providers and we are not employed to promote their products. Everything we do is determined by the individual requirements and preferences of our clients.
- UNIT TRUSTS
- EXCHANGE TRADED FUNDS
- PRESERVATION FUNDS
- RETIREMENT ANNUITIES
- LIVING ANNUITIES
- GUARANTEED ANNUITIES