Investment Advice Process

Professional and qualified advisers play a crucial role in guiding clients through the investment advice process. Their expertise allows them to assess clients’ financial goals and risk tolerance accurately. Through comprehensive analysis, they provide personalised investment strategies, helping clients make informed decisions. Their ongoing support and market insights ensure clients stay on track towards their financial objectives.

Building the right solution for you

Our financial Advisers will work closely with you to take you through the following process. They’ll deliver a tailored solution that meets your individual requirements.

Stage 1: Understanding

Understand your wealth objectives, preferences, risk tolerance and risk capacity.

Stage 2: Investment strategy

Create a tailored investment strategy and strategic asset allocation that reflects these goals and appetite for risk most appropriately.

Stage 3: Fund selection

Select the best-of-breed fund managers in each asset class aligned to your requirements.

Stage 4: Portfolio construction

Construct and maintain a customised portfolio that is in line with this investment strategy, and optimally positioned for current market conditions.

Stage 5: Reporting and Review

Regular reporting on your portfolio, tactical asset allocation as required and annual reviews. Online access to your portfolio so that you can review your investments at any time.