Same Investments with Lower Costs… Speak with us today Providing ongoing Portfolio Management Services
in an Ethical manner for our global clients
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and for the future.
Speak with us today We provide advice and services for investing in a sustainable and ethical manner.
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Complaint Resolution Service

Have you suffered a financial loss due to mismanagement of your Offshore portfolio or policy?

Our Complaints Resolution Service may be able to assist you in gaining financial compensation.

No Win = No Cost

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April 2021 Update – Sustainable Ethical Allocation Portfolios

A positive month all round for the Sustainable Ethical Allocation Portfolios…..

Please read our monthly update on the underlying performance of the portfolios plus a brief summary of the Baillie Gifford Positive Change fund, which we will be providing a focused review on later this month.

Savings plans

A Regular Savings Plan… or A Savings Trap

Know the facts and your options BEFORE you sign up for a Contractual Savings Plan policy.

Read this article before you commit yourself to locking into what could be a very expensive, inflexible savings product…

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2020 – A year to forget….. or a year to remember..?

2020 was a challenging year for all….. we review the performance of the Sustainable Ethical Allocation Portfolios and how they compared to their peers

Sustainable Ethical Allocation Portfolios

As part of our Portfolio Management Service we offer guidance on the management of 3 different risk controlled, diversified model portfolios.

Read our Monthly Performance Reports

Find out how the portfolios have performed

Features

The latest news relating to Investments, Taxation, Retirement and Regulatory Changes.

Digital-Innovation-Hub

A top performing fund manager explains why innovation alone is not enough

Innovation isn’t just about investing in speculative companies without earnings, explains Matthew Page, co-manager of the top quartile Guinness Global Innovators fund.

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Back to life, back to normality: Why there’s still some way to go for undervalued shares

Saracen Fund Managers’ Graham Campbell explains why value stocks could continue to outperform, even after some strong recent gains.

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The Importance of Investment Timeframe

Time in the Market…… not timing the market.

It is so important that investors understand the importance of having the appropriate timeframe for achieving their financial goals & investment objectives.

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Sustainable Ethical Allocation Portfolios – Quarter 1, 2021 Update

The Sustainable Ethical portfolios have struggled so far this year….. is it time to abandon the quality E.S.G. & Socially Responsible Investing approach that we promote..??

Terry Smith fundsmith

Fundsmith Equity – Should investors holding this fund be concerned …..

Is it time to exit…?? The highly rated Fundsmith Equity has underperformed over the past 6 months, so should investors be concerned & head to the exit.

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How to reduce paying tax on your investments if you are returning to Australia…

Pay Less Tax on your investments… Take advantage of Global Investment Products to reduce, or even eliminate Australian tax on your investment portfolio. All this while still having full control of your invested assets.

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Turmoil and Opportunity

With all of this turmoil & negativity this year, Global Discovery is up 35% for 2020…… read how the earlier turmoil resulted in opportunity.

investments

Top 5 reasons to use an International Investment Platform

Read the Top 5 reasons to use our preferred International Investment Platform: Low Cost & Transparency, Investment Range, Multiple Currencies, Safety & Security and Financial Strength.

We provide ongoing professional investment management services for our global clients

Sustainable Investing using Ethical Business Practices. Let our experienced consultants speak to you about a personalised plan to:

  • Implement a flexible, personalised wealth management strategy
  • Reduce your investment costs so more of your money stays in your pocket
  • Avoid costly and inflexible structures
  • Receive personal communication from your dedicated consultant to ensure that your goals & financial objectives are being met
Ethical Offshore Investments

Request a consultation appointment.

Looking for a Financial Advisor who can guide your through the steps needed to secure your future? We are ready to help…