Portfolio Construction

If you have capital to invest and want to know what a good starting portfolio looks like, this service is for you.

We’ll start by gaining a good idea of your overall objectives, determining your requirements for income versus growth, and degree of risk versus capital protection, then help you to construct a portfolio that will achieve your desired outcomes within an agreed framework.
Once your portfolio is in place you can opt to have us review it periodically, or you may choose our fully managed service.

This service is recommended for a minimum investment in excess of $1m.