Wealth Management
A result of most financial plans is a need to invest money to outpace the eroding value of inflation and ensure you have funds available to meet your goals.
A result of most financial plans is a need to invest money to outpace the eroding value of inflation and ensure you have funds available to meet your goals.
It might be a pension to fund retirement, investments to pay for university fees, or tax-efficient portfolios to mitigate inheritance tax. That’s where our wealth management service comes in.
The Gameplan risk-managed portfolios are overseen by our in-house investment committee, which includes external representation from our investment partners.
INDEPENDENCE
We select funds and products from the whole of the market. If your aims and objectives can’t be met by our own Gameplan portfolios, we’ll work with one of our investment partners to build a solution that ensures you have the best chance of success.
COST
Wherever possible or appropriate, we use index funds to gain market exposure, reducing the cost of your portfolio.
DISCIPLINE
We’re disciplined investors, not speculators. Well used to managing client emotion and behaviour, we’ll give you calm advice when all about you aren’t.
#LIVECONFIDENT