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When it comes to investment, our philosophy is to minimise costs and focus only on high quality sources of good returns supported by reputable, independent research. Talk to us for practical and prudent advice and services to help grow and protect your wealth.
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We take a true partnership approach, really getting to know you and your financial situation so we can tailor a solution that confronts any challenges and ultimately realises your financial ambitions.
Jan 23
Summer update - final quarter 2024
With the final quarter of the year delivering some useful returns, investment portfolios generally ended the year on a very positive note.
Within the current update, the lead article provides an overview of the quarter and highlights several themes, including political changes in Europe, the return of Donald Trump to the US presidency, and a currency review, both traditional and digital.
Oct 17
Quarterly Economic and Portfolio Spring Update 2024
The third quarter of the year saw continued gains, which, in contrast to recent quarters, was not down to domination by the large AI related technology companies we have been seeing in recent history. It was a fairly volatile quarter, but ultimately all major asset classes were up.
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