Information when and where you want it
Utilising the latest technologies allows us to keep you informed and enables you to have access to view your investments 24/7. It’s not just about the technology, it’s also about our people. Building trust and enjoying long term relationships underpins everything we do.
Here are just a few advantages of working with us:
- The ability to have a holistic view of your financial affairs on your own personal website.
- A simple and easy to understand tool that’s designed to help you best understand what your holdings are, how they are performing against your goals and how much they are costing you.
- Convenient access on a range of devices including web, iPhone, Google Android, Blackberry and iPad.
- Direct and secure communication with your adviser through your own personal website.
- We have a wide range of investment options available to meet your needs.
- Our exclusive relationships help you get the best pricing possible.
- Our unique planning tools ensure your investment goals are met.
- We make it easy for you to control your finances.