Personal Investor

We’re here to help you achieve all your investment goals by offering you a free financial planning service. With our wide range of investment products and tools, you’re guaranteed to find the optimal solution for you - no matter your lifestyle, age, or individual needs and risk profile.

Why should you invest?

• Make the most of your money.
• Putting money aside for a rainy day
• Work towards long-term goals, allowing you to carry them out as and when you can afford them.

Throughout this process, we will help you:

Step 1: Check your resources

Such resources include current and future income and expenditure, capital, and other existing investments.

Step 2: Identify and prioritise your goals

Everyone is different; therefore, everyone has different financial goals and priorities. By discussing your needs, wants and financial situation our Investment Advisors will provide you with a tailor-made plan on how best to achieve your financial goals. 

Step 3: Find products which meet your needs

The Investment Advisor will take into consideration your affordability, individual circumstances, goals and attitude towards risk and recommend an appropriate financial plan.

Step 4: Review your plan regularly 

This step is essential. As your life and the world around you change, your financial plan will need to be adjusted and adapted. Our Investment Advisors will go through the process with you, in order to identify the appropriate products, and explain their key features in line with the economic environment and personal changing circumstances. By doing so, this will put you in a better position to decide which product best fits your needs and goals. 

Business Investor 

Our highly skilled Investment Advisors boast years of experience and will fully understand your corporate investment objectives. In addition, we offer complimentary financial planning services to help you meet your goals. Whether you are looking to maximise the return on your liquidity or create a portfolio to generate a return for the organisation. We’re committed to helping you make the most out of your money, according to your goals, risk appetite, and timeframe of your financial plan.