Achieving The Retirement You Desire
Lump Sum Investing
With our lump sum investing, we take the responsibility of investing your hard earned cash very seriously. In collaboration with you we invest your funds in a professionally assembled investment portfolio with the emphasis on capital preservation and sound returns…in that order.
You retain full control of your money as we utilise a major bank owned custodian to hold the assets on your behalf and to report to you independently.
We do not believe in the set and forget process followed by many investment planners. We actively monitor your portfolio and furnish you with regular investment recommendations in simple, clear and easy to understand language. We also meet regularly to ensure that your portfolio remains appropriate given your existing financial circumstances.
Get In Touch
Happy to answer any questions, anytime.
(04) 472 0041