Investment Consulting

Proper management of your investments is likely to play a key role in achieving and maintaining your desired lifestyle. We define Investment Consulting as:

  • Knowing your current personal and financial position
  • Establishing your lifestyle, financial and investment goals, priorities & preferences (including attitude to investment risk)
  • Analysing your current investments with reference to the above factors and our own academic-based investment principles
  • Presenting you with our investment recommendations
  • Implementing the recommendations
  • Regular review & rebalancing