Financial Planners
In conjunction with you, we can offer your clients professional investment management services.
Our managed discretionary accounts are a much better product than unit trusts and managed
investment schemes because you are included in the portfolio construction process (if you wish).
In this way you get to construct better financial plans. Moreover, by recommending our
investment products you will not be worse off and probably better off in terms of revenue.
Fast Response
Our client management and investment systems are integrated allowing fast responses to your requests for information. We should be able to provide you and your client a comprehensive Statement of Advice and Investment Management program within 2 days of receiving a completed client application. Client applications can also be completed on-line making response times even faster.
Our client management and investment systems are integrated allowing fast responses to your requests for information. We should be able to provide you and your client a comprehensive Statement of Advice and Investment Management program within 2 days of receiving a completed client application. Client applications can also be completed on-line making response times even faster.
