Investment

We believe your money should work hard for you. That is where investment bonds can play a pivotal role in helping you achieve your financial and lifestyle ambitions. We look at your goals, how much risk you are comfortable in taking and how long you wish to put your money to work for. We ensure the investment style and structure is consistent with your personal requirements and can source a wide range of solutions for you including unitised savings and investments, tracker bonds, structured products and asset backed opportunities.

 

Portfolio Management Services

We can introduce you to a number of stockbrokers who would be delighted to assist you in either constructing model portfolios driven by your personal risk profile, tax and income requirements, or can execute purchases on your instruction.