Investment Management

How your assets are invested will have a substantial impact on your wealth creation potential. Or, if you are drawing on your assets, it will affect their longevity.

Important asset investment considerations include:

• which assets you are invested in (e.g., shares, property, bonds, cash)
• how much you have of each asset
• how these assets are managed.

How your assets are managed can have a substantial impact on your after-tax return.

Having worked in the funds management industry, we have a good knowledge of fund managers and investment styles. We are thorough in our research of investment products, and regularly meet with fund managers to review existing products and learn about new ones.