Investment Advice Process

Knowing how to secure your financial well-being is one of the most important things you’ll need in life. We can help you choose investment options that fit with the direction you’ve set, and start you on the path to achieving your financial goals. All our investment solutions have been approved by Wealthpoint Ltd after extensive research. Our investment team are all Financial Advisers and are duty-bound under the Code of Professional Conduct to put the needs of our clients first.

Building the right solution for you

Our financial Advisers will work closely with you to take you through the following process. They’ll deliver a tailored solution that meets your individual requirements.

Stage 1: Understanding

Understand your wealth objectives, preferences, risk tolerance and risk capacity.

Stage 2: Investment strategy

Create a tailored investment strategy and strategic asset allocation that reflects these goals and appetite for risk most appropriately.

Stage 3: Fund selection

Select the best-of-breed fund managers in each asset class aligned to your requirements.

Stage 4: Portfolio construction

Construct and maintain a customised portfolio that is in line with this investment strategy, and optimally positioned for current market conditions.

Stage 5: Reporting and Review

Regular reporting on your portfolio, tactical asset allocation as required and annual reviews. Online access to your portfolio so that you can review your investments at any time.

Our Investment Partners

Or call us

Phone: 09 407 3374