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Investment Planning

Investment Planning

Whether investing for educational, recreational, retirement or financial well-being. We offer investment plans that are effective, understandable, and competitive that suits every individuals pocket and lifestyle. Investing has never been so easy.

Wrap Fund Portfolios provide a simple, cost effective means of appointing an expert investment manager to manage your investment portfolio, there are several benefits to note if you choose a wrap fund portfolio for your investment like:

  • Expert Management: This service is not usually available to clients but is made possible through investment in a wrap fund portfolio.
  • Low Cost: The Discretionary Fund Manager is able to manage a wrap fund portfolio entirely, the cost thereof is thus shared between clients invested in the wrap fund.
  • Response to unstable market: There are many and diverse factors which can change your investment swiftly and unexpectedly, when invested in a wrap fund your discretionary fund manager is allowed to make decisions and implement them in order to protect your investment.
  • Transparency: Each investment option chosen is disclosed separately on your investment statement as well as fund manager costs.
    Fund fact sheets are freely available when invested in a wrap fund portfolio.