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How we invest your money

To help you invest wisely, our financial planners focus on an overarching investment strategy to ensure the investment portfolio we recommend for you aligns with your income, goals and attitude to risk.

Our portfolios invest into a wide range of quality assets, bought at sensible prices that we believe have the potential to perform over time.

Diversification is the principle that underpins reliable investment portfolios.

Diversification across asset classes, investment strategies and managers increases the likelihood of the investment being successful and makes the journey more comfortable for our clients.

All Financial Services investment planners are experienced in managing investment portfolios for our clients—large and small. And to protect your wealth, your investments are held by a third party, known as a custodian, which will give you peace of mind knowing your money is safe.

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