Our Investment Range
A personalised investment plan, designed by experienced professionals, to support you long-term.
Creating your plan
With any investment plan, we’ll always take the time to understand your personal situation first. Your circumstances, what you want to achieve, and your desired timelines are all important factors we’ll take into consideration before recommending an investment solution.
Your investment profile
As part of your investment plan, we’ll assign you an investment profile. These are based on the level of risk you’re prepared to take to meet your long-term goals.
Profile | Description | Our solutions generally look like this |
Defensive | You have a low risk appetite and aim to avoid big fluctuations. | 20% equity / 80% bonds |
Cautious | You’re willing to risk some ups and downs, but your risk appetite is still fairly low. | 40% equity / 60% bonds |
Balanced | You’re seeking above-average returns, while still balancing risk and reward. | 60% equity / 40% bonds |
Moderately Adventurous | You’re prepared for short-term fluctuations to access investments with more growth potential. | 80% equity / 20% bonds |
Adventurous | You’re an experienced investor with a greater propensity for risk. | 100% equity |
Diversifying your portfolio
Our Financial Advisers will make sure your plan includes a variety of investment types, to help manage your risk. Our investment solutions include ranges from Aviva and Dimensional with ESG, Active and Passive funds. You’ll also have access to our carefully selected model portfolios.
OUR BROCHURE
Learn more about us
If you’d like to get into greater detail about our investment range, charges and investment philosophy, you find more information in our brochure.
Ready to find out more?
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