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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 19
Summer Update 2026
We enclose our Summer Update covering the reporting period from October to December 2025.
With the final quarter of the year delivering further positive returns, investment portfolios ended the year on a positive note.
Oct 17
Economic Commentary Spring 2025
The third quarter of the year saw very strong gains from many international share markets. Alongside positive contributions from bonds markets, this resulted in attractive returns to most diversified investors. With global growth and trade uncertainties bubbling away, the US Federal Reserve finally lowered interest rates. This was welcomed by share investors and a number of share markets moved to new all-time highs during the quarter.
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