Our investment offering

Not all clients are the same nor have the same investment needs and goals.

We have built a multi-faceted investment offering which caters to:

• The stage of life a client is in – whether the focus is building wealth or drawing down
• The level of risk a client is comfortable taking to meet their goals
• How involved the client wants to be in investment decision making
• Whether having an Environmental Social Governance (ESG) overlay to the investment strategy is a priority.

We utilise a selection of investment vehicles to achieve client goals, including direct investing and investing in Separately Managed Accounts (SMAs).