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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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.


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


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


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.


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.

Savings plans

A Regular Savings Plan… or A Savings Trap

Read this article before you commit yourself to locking into what could be a very expensive, inflexible savings product…
Know the facts and your options BEFORE you sign up for a Contractual Savings Plan policy.


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.


No upfront or establishment costs… But are you being charged more elsewhere??

The obvious question that needs to be asked is if there are no fees or charges, how then are advisers, consultants, brokers getting paid?


Transparency… What is the real cost of investing?

As part of our Ethical approach in doing business, we ensure that potential clients are fully informed of the charges that they will be subject to……. We advocate Full Transparency.

The Importance of Investment Timeframe

The Importance of Investment Timeframe

A situation that we work very closely with clients is that of their investment timeframe. When investing in growth funds and portfolios such as the Sustainable Ethical Allocations, investors need to make sure that they have a suitable timeframe. 


Within this turmoil, is there opportunity??

While our Sustainable Ethical Allocation Portfolios have been able to perform better than the general markets, this first quarter of 2020 has seen portfolio values reduce. But does this now present itself as an opportunity to take advantage of the current market situation? 

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

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