Our Investment Approach

As financial planners our primary purpose is to fully understand your current financial situation and create a plan to meet your goals and objectives. Putting suitable investment solutions in place is a key component of keeping your plan on track and remains a core part of our service offering.

The ever-changing investment landscape and multitude of products that are available can be a distraction from our primary role in managing your financial affairs. To help alleviate this and make sure that you have access to the highest quality of investment research, we decided to partner with PortfolioMetrix. By doing so, we can lean on their greater resources and technology, to research available fund choices, build robust portfolios and monitor them more consistently. Their discretionary mandate means that they can make changes in an expedited fashion, should market conditions or other anomalies dictate it.

We choose to work with PortfolioMetrix because they are fully independent, working exclusively with regulated financial advisers and are not encumbered by a relationship with any large financial institutions. More importantly though, they have built their business around market leading technology that allows us, as your advisers, to create bespoke portfolios that fit with your plan and are supported by excellent reporting tools to keep you updated.

We look forward to explaining our investment process in more detail as we continue our financial planning journey with you.  Until then, please take time to look through the following information about PortfolioMetrix.