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Investing is a powerful wealth creation tool. Whether you are a seasoned investor looking to grow greater wealth or are interested in starting an investment portfolio, the many products available in the marketplace, diverse investment options and complex tax implications, makes managing your own portfolio a challenging affair and an area best left managed by the experts.

It is not necessary to have a lot of money to get started, however you will need an understanding of the extensive range of investments available to help you achieve your goals and gain greater wealth.


Your investments will be selected according to your individual needs, risk profile and financial goals, with daily portfolio management by our qualified and experienced investment committee. We’ll also take care of all your administrative needs and work in collaboration with accountants, solicitors and other advisers, to reduce costs and maximise tax advantages for you and your family.

Some of the investment options we provide include:

  • Direct shares

  • Managed Funds

  • ETF's (Exchange Traded Funds)

  • SMA (Separately Managed Accounts)

  • Property

  • Cash

  • Bonds

  • Fixed Interest

  • Saving Strategies

Our CARE Investment Philosophy is made up of four key components, which combine to form the foundation of your investment portfolio and the first step on your pathway to wealth. 


Click here to discover our CARE Investment Philosophy and how this makes us stand apart from other financial advice practices

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