Savings and investment advice.

Improve your financial security, grow your wealth and achieve your financial goals. We have access to a broad range of investment products from the strongest providers, to help meet your needs, from long-term savings plans to lump sum investments.

Plan with a CERTIFIED FINANCIAL PLANNER™ professional savings and investment advisor

  • I am new to investment

    With interest rates low, and forecast to remain low, now is a good time to consider other possibilities. We offer access to the strongest investment managers, offering a variety of options to fit your financial goals.

  • I want to save for a personal goal

    There is no one-size-fits-all approach to financial planning. All goals, decisions and strategies must be based upon the individual. this is where our goals based based advice comes into its own.

  • I have investments

    Whether you are new to investments or a more experienced investor, we can develop an investment strategy aligned to your goals and future aspirations.

  • I have a company and want to invest

    If you want to give your company’s surplus money the potential to outperform deposit rates and inflation, then it may be a good time to consider alternative options. We have access to solutions from the strongest providers.

  • Children's educational costs plan

    it is only natural to want the best for the kids in your life - whether they are your own, nieces, nephews or grandchildren. Whether you plan to save or invest, or both, we are here to advise.

  • Saving for retirement

    Build your savings before retirement to make sure you have the money to do what you want, on your terms, after your working years.

When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you access a relationship that helps you think about money in the way you were meant to - setting financial goals and creating a strategy to achieve them.

These investments may be suitable* if you want a long-term savings or investment plan.

  • Understand your capital is at risk.

  • Minimum 5 years, ideally 7 years.

  • Do not need to protect your money and are prepared to risk getting back than you invested.

  • Are prepared to get back less than you invest.

  • Want access to leading investment funds, multi-asset funds, ESG investment, or, do it yourself investment options with access to shares, ETFs, alternatives and property.

*Suitable if you are; prepared to invest for a minimum period of 5 years, ideally 7 years without capital protection i.e. capital at risk. Are prepared to see your investment value change over time. Prepared to get back less than you invest.

Warning: The value of your investment may go down as well as up and you may lose some or all of the money you invest. Past performance is not a reliable guide to future performance. Investments denominated in a currency other than your base currency may be affected by changes in currency exchange rates.