Get personalized, comprehensive support nationwide. Our Client Portfolio Managers, qualified Financial Advisors, provide tailored solutions accessible from anywhere—whether at home or in the office.
Here’s what you can expect:
A) Tailored Retirement and Financial Planning
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Retirement Planning:
- We carefully assess your retirement goals to craft a strategy supporting your long-term income needs.
- Our offerings include Living Annuities, Retirement Annuities, and Preservation Funds, designed to help you save and grow your wealth for a secure retirement.
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Through tailored solutions and regular Comparison Reports, we ensure that you’re well-prepared for retirement, with tax-efficient growth and options for reliable income streams.
The Free Comparison Report helps you assess income, fees, and fund performance to make informed choices.
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Financial Planning:
- We provide independent advice to help you meet your financial goals, whether for wealth accumulation, income generation, or capital preservation.
- Our comprehensive solutions cover Unit Trusts, Endowments, and Direct Offshore Investing, diversifying your portfolio for enhanced growth and security.
- We use Comparison Reports to benchmark fund performance and assess cost-effectiveness, helping you maintain an optimal financial strategy that aligns with both immediate financial goals and long-term wealth-building.
B) Personalized, Risk-Adjusted Portfolios
Your portfolio manager creates a tailor-made, risk-adjusted portfolio to balance growth and security based on your preferences and financial objectives.
C) Comprehensive Financial Planning Tools
We use advanced financial planning resources, fund analysis tools, and fund calculators to support accurate planning, allowing you to monitor and compare fund performance.
These tools ensure you’re making well-informed decisions in every phase of your financial journey.
D) Ongoing Portfolio Monitoring
Our team continuously reviews your investment portfolio to ensure it remains aligned with your goals. We make necessary adjustments in response to market changes, keeping your investments on track.
E) Regular Reviews and Comparison Reports
Expect quarterly investment reviews, along with bi-annual and annual assessments, where recommended adjustments are applied to keep your strategy optimized.
Our Free Comparison Reports are included as part of these reviews, helping you evaluate performance, identify potential cost savings, and confirm that your portfolio aligns with your objectives.
Additional Portfolio Manager Engagement
In addition to direct support, your portfolio manager actively engages in industry and market activities to stay informed and provide you with the best advice:
- Fund Manager Presentations: Regular presentations from leading fund managers, including Allan Gray, Coronation, Nedgroup, and Foord, offer insights into fund allocations, helping ensure your portfolio is well-positioned.
- Monthly Fund Manager Interactions: Monthly meetings and brainstorms with fund managers allow your portfolio manager to gain deeper insights into fund strategies and adjust your portfolio as needed.
- Ongoing Professional Development: Continuous learning through financial planning seminars and training keeps your portfolio manager up-to-date with industry trends and regulatory changes, providing informed, current guidance.
Benefits and Resources You’ll Access
- Online Account Access: Monitor your investments and track performance anytime.
- Bi-Monthly Newsletters: Stay informed with insights on market events and their impact on your investments.
- Dedicated Support Team: Your team includes a Client Portfolio Manager, Client Services Manager, and Managing Director, available during working hours to address your financial or administrative needs.
- Comparison Tools: Access our Retirement and Investment Comparison Reports to ensure your portfolio is optimally positioned, whether it’s a Living Annuity, Preservation Fund, or Retirement Annuity.
Get Started:
Speak to one of our Client Portfolio Managers, qualified Financial Advisors, ready to provide expert guidance tailored to your financial goals—accessible nationwide, whether at home or in the office.
