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Savings and investment advice.

Improve your financial security, grow your wealth and achieve your financial goals. We have access to a broad range of investment products from the strongest providers, to help meet your needs, from long-term savings plans to lump sum investments.

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Plan with a CERTIFIED FINANCIAL PLANNER™ professional savings and investment advisor

  • I am new to investment

    With interest rates low, and forecast to remain low, now is a good time to consider other possibilities. We offer access to the strongest investment managers, offering a variety of options to fit your financial goals.

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  • I want to save for a personal goal

    There is no one-size-fits-all approach to financial planning. All goals, decisions and strategies must be based upon the individual. this is where our goals based based advice comes into its own.

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  • I have investments

    Whether you are new to investments or a more experienced investor, we can develop an investment strategy aligned to your goals and future aspirations.

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  • I have a company and want to invest

    If you want to give your company’s surplus money the potential to outperform deposit rates and inflation, then it may be a good time to consider alternative options. We have access to solutions from the strongest providers.

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  • Children's educational costs plan

    it is only natural to want the best for the kids in your life - whether they are your own, nieces, nephews or grandchildren. Whether you plan to save or invest, or both, we are here to advise.

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  • Saving for retirement

    Build your savings before retirement to make sure you have the money to do what you want, on your terms, after your working years.

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When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you access a relationship that helps you think about money in the way you were meant to - setting financial goals and creating a strategy to achieve them.

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These investments may be suitable* if you want a long-term savings or investment plan.

  • Understand your capital is at risk.

  • Minimum 5 years, ideally 7 years.

  • Do not need to protect your money and are prepared to risk getting back than you invested.

  • Are prepared to get back less than you invest.

  • Want access to leading investment funds, multi-asset funds, ESG investment, or, do it yourself investment options with access to shares, ETFs, alternatives and property.

*Suitable if you are; prepared to invest for a minimum period of 5 years, ideally 7 years without capital protection i.e. capital at risk. Are prepared to see your investment value change over time. Prepared to get back less than you invest.

Warning: The value of your investment may go down as well as up and you may lose some or all of the money you invest. Past performance is not a reliable guide to future performance. Investments denominated in a currency other than your base currency may be affected by changes in currency exchange rates.