Why use our services?

We offer a unique Investment approach, carefully positioning clients’ portfolios to capitalise upon market opportunities, while benefiting from over 30 years’ experience in minimising market risk.


We are very proud of our investment track record, with our model portfolios having out-performed the comparative indices consistently over more than 10 years, while controlling risk at times of heightened volatility. We will of course happily share this with you in detail to illustrate why you should entrust us with your assets.


We strive to provide you with clear simple advice with the highest levels of service and professionalism achievable. Integrity, honesty and transparency are embedded in everything that we do, ensuring you build long term relationships with us, some clients have been with us for over 30 years.


We have adapted to a changing Financial Industry and maintain the highest levels of compliance directly with our Regulator. We provide either face to face meetings or if you would prefer, we have encrypted video conferencing easily accessible via an email link.


Chris Downing
Managing Director

 

 

It’s not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.

Charles Darwin

   

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