The combination of his thorough and efficient assessment of our requirements together with his broad financial knowledge and confidence made Grant the natural choice for us. We enjoy dealing directly with the person who is investing our funds and who answers our calls and queries promptly.
John and Jackie Aubrey
- Time and freedom. We manage your wealth-producing portfolio, either with you or for you, to give you the best possible investment products and advice for your requirements.
- Excellent returns. You gain access to unique higher-return investment products, matched to your preference for risk. We meticulously research a huge range of innovative global opportunities, selecting those that meet our standards for quality, risk and return.
- Ongoing management of your investment portfolio to ensure optimal performance and immediate response to changes in your risk profile or level of returns.
- Sound financial advice based on over 20 years of experience.
- In-depth insight in world financial trends and economic views, from regular educational seminars and meetings with industry experts.
- Tax and estate planning. We structure your investments for maximum tax efficiency, based on your income, operating structures and situation. A high return lost in unnecessary tax is not a high return.
- Security. We deposit your investment funds directly into the bank account of an investment custodian, owned by one of the world’s largest companies.
- A good night’s sleep. You can rest assured your interests are in good hands.
Contact Us today for an appointment