We have a highly experienced Investment Committee which meets quarterly to review our clients’ investment portfolios to ensure they remain in tune with current market conditions and the changing economic environment.
Its sole task to create well balanced portfolios to match our client’s investment needs. Our Investment Committee reviews both the asset allocation and underlying funds of the client portfolios.
We are Whole of Market Independent Financial Planners, so you can be secure in the knowledge that there are no conflicts of interest between our investment decisions and planning recommendations. We have a duty of care to act in our clients best interests.