Portfolio Reviews

Portfolio Reviews are vital in keeping your investments on track. They also ensure you are making the most of the investment opportunities available.

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As Independent Financial Advisers, we have access to every provider and investment fund available in the marketplace.

This enables us to pick the most suitable funds for your investment objectives. And based on performance, an investment strategy and management fees. With so many funds to choose from, we set certain parameters that each fund and fund manager has to meet. This is assessed before we consider a fund for inclusion in a client’s portfolio.

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Our Best Buy List

From our extensive research, we have put together a list of provider funds that we are happy to recommend. Before we add any funds to our ‘best buy list’, we monitor the potential funds over a period of time.

Using these funds, we have put together a suite of ‘in house’ portfolios. The suite is called ‘Wealth of Choice’. We are constantly reviewing the market. This is to ensure the funds we are using remain ‘top funds’ in their peer group. Consequently, we will add and remove funds as we see fit.

We do a wholesale review of all recommended funds on a quarterly basis. In addition, we notify our clients of any recommended changes we would like to make. Furthermore, we offer a free rebalance of client portfolios each quarter. As a result, this resets the original allocation percentage in each fund. This is to ensure the original risk profile of the portfolio is retained.

Do You Have Money Already Invested?

We can review your portfolio and make comment on the investment strategy, performance and management costs. Also, we will assess the risk profile and investment objectives of the portfolio. This is to see if it remains suitable for your needs.

To summarise, based on our findings, we will issue a report. The report will state any recommended changes required. As a result, will bring your portfolio in line with your needs and objectives.