What’s Available to Me?

There are many types of investments available, but most investments can be categorised into either low-risk defensive assets (for eg: cash and fixed interest), or high-risk growth assets (for eg: property and shares). Investment portfolios are also usually made up of some combination of domestic and global assets.

We have a vast range of investments to choose from for both low-risk and high-risk investor profiles. Your Personal Lifestyle Planner will identify your individual investment needs, your personal investor risk profile and the level of investment risk you are prepared to take before making any investment recommendations.

Always remember that the higher the potential return, the higher the investment risk involved – but we are here to help!

Investment Diversification?

Diversification of your portfolio across asset classes and across different fund managers allows you to greatly minimise the risk of losing capital and reduce price fluctuations. We will review your investments regularly to indicate whether the fund managers are performing to expectations.  Ongoing Review Service