Tell Us Who You Are: Individual

Your financial future is in your hands. We ensure you don’t have to carry it alone.

Individual wealth management

We offer individuals the opportunity to build close, long-lasting relationships with professional wealth managers and financial planners dedicated to serving their best interests, helping to create their legacy to benefit generations to come.

We help clients to establish and maximise their portfolios both locally and globally with a range of strategies and products that can be tailored to meet their personal, business and lifestyle requirements.

Along with unmatched levels of personalised service and expertise, as our client you can trust that your financial affairs are in the best possible hands.

How can a financial advisor help you?

We know your time is precious. That’s why we’ll never waste a minute of it. With the right financial services partner by your side, you’re free to focus on what’s important to you - spending time on business or with family - secure in the knowledge that your money manager has a firm grip on managing your financial affairs.

Benefits of our advice

Our clients place their trust in the partnership formed with their dedicated financial planner.

Intended to be a long-term relationship built on respect and understanding, we focus on providing bespoke financial advice and planning to match your individual risk appetite, needs and objectives. All of this is only possible with full understanding of your balance sheet, income statement and legal structures.

  • Our wealth managers tailor a risk-appropriate financial plan that will best meet your needs, updating and refining this plan on a continuous basis.
  • By taking a holistic approach, we can provide insight into how each small step taken will lead to the realisation of your financial aspirations. 

Thinking about partnering with a financial advisor?
Consider what your fee pays for:

  • Professional advice on structuring your retirement and estate correctly that could save a small fortune in income tax, capital gains tax and estate duty.
  • On-demand access to risk specialists that will perform a full financial needs analysis and estate liquidity exercise to gauge the correct levels of cover (income protection, critical illness, etc.) to properly secure your future.
  • The knowledge to minimise/optimise platform fees for new and existing investments across major international and local investment platforms, to offset costs.
  • The ability to leverage a dedicated team focused on assessing unit trusts and recommending the best funds and unit classes, which is important because unit classes determine costs.
  • The peace of mind that comes from having due diligence processes at hand, knowing that your money is safe from investment scams.

Our money managers have direct access to a wealth of knowledge across our Group to use to their clients’ advantage. Advice is continuously informed by our extensive experience and backed by research, analysis and modelling expertise carried out by a devoted team of investment and financial services professionals.

We also have in-house specialists to ensure that the full range of your financial requirements can be met in one place, offering access to fiduciary services, healthcare advisory and expert short term insurance brokers across our Group.

All of our people are exceptional at working together across disciplines and skill sets to ensure every decision made is the best possible one for every client.


Objective, rational advice

We are completely independent. We’re free to provide impartial advice aligned to your best interests, within a risk-controlled framework, because we’re not legally bound to any financial brand or institution. Better still, you’re free to pick and choose from our financial service offerings as best fits your objectives, without lock-in or obligation. Backed by a wealth of knowledge and experience, our professionals will help you to make rational, informed decisions and to stick to your personal financial plan.

Our portfolio management
strategies for individuals

Our holistic approach to mapping out your financial plan takes into account your individual needs from a personal, family, business and legacy perspective, ensuring a reliable, balanced outcome.

Business strategies:

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