INVESTPLAN: Comprehensive Investment Plan

INVESTPLAN takes care of every aspect of your investment planning and investment management requirements, including a full assessment of your existing investments and their associated costs, risk profile and tax situation. It has been designed for those who wish to have the peace of mind that comes from working with a team of investment management experts. We create and manage a diversified investment portfolio for you. Your money is invested in different types of assets, spread across equities and bonds, and across different countries and industry sectors. It dilutes the risk on your investments while at the same time improving your chances of having money invested in places with higher returns. We also focus heavily on keeping investment costs down as academic studies show that fees are one of the biggest drags on investment returns. Our investment team monitors the markets around the world every day. They regularly review the investment assets in your investment portfolio so they best match your profile and investment goals.  

Data Collection

We carefully gather detailed information on you, your current financial situation and your goals and objectives.

Analysis

A team of technical experts apply analytical and data-modelling techniques to make sense of your financial situation now and into the future.

Research

Our research activities include product research, provider research, platform research, wrapper selection and investment fund selection to ensure you receive the best available products.

Strategy

With a full understanding of your current situation and your priorities, we begin developing your individual financial strategies.

Implementation

We ensure that all of our decisions to implement truly achieve optimum balance between cost efficiency and ensuring the best possible outcome for our clients.

Ongoing Management

We work hard to ensure that your financial goals and objectives remain suitable and on track for you over many years by providing clients with an ongoing service that includes regular reviews.

What are the benefits of having a INVESTPLAN?

INVESTPLAN has been designed to give you the peace of mind you deserve, and the time to enjoy life without the burden of daily investment worries.
  • Want to better manage your investments, but aren’t sure where to start
  • Don’t have time to do your own investment planning and research
  • Want a professional opinion about your existing savings and investments
  • Don’t have sufficient expertise in certain areas such as global equities, fixed income, emerging markets, investment strategies, investments costs and performance
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