Our Models

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Deciding on how best to invest your money can be daunting. With so many options available and so many  uncertainties, how do you choose what’s right for you?

Our job is to eliminate as much of that uncertainty as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.

The Wealth Financial Planning Investment Process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match.

A model portfolio is a pre-constructed portfolio of investment funds that has been targeted to meet a specific risk profile and has a specific mandate. We have a wide range of model portfolios and we are confident that we can meet your risk profile and investment requirements. The model portfolios are constructed, reviewed and maintained by our Investment Committee, which comprises some of our most experienced and well-qualified consultants. The Committee meets quarterly to ensure that the funds contained within the model portfolios are fit for purpose.