Investment Advice
Our investment specialists always have their finger on the pulse with the latest trends and can tailor an investment strategy to suit your individual objectives. We specialise in providing asset allocation and specific direct investment advice, which complements our Financial Planning offering. We use our extensive and trusted network to research and source opportunities from an array of local and global investment specialists.

Investment Advice
Our investment specialists always have their finger on the pulse with the latest trends and can tailor an investment strategy to suit your individual objectives. We specialise in providing asset allocation and specific direct investment advice, which complements our Financial Planning offering. We use our extensive and trusted network to research and source opportunities from an array of local and global investment specialists.
Some of the Investment asset classes we advise
on include:
Equities
shares, local & international
Direct Lending Solutions
first mortgage investments – Wholesale only
Property Advice
including listed and unlisted strategies
Cash
cash, term deposits and money markets
Fixed Income
bonds, preference shares, hybrids, local & international
Managed Funds
across all asset classes, including local and international opportunities
Alternatives
absolute return strategies, real estate