Focused
Investment Planning
A structured investment strategy
aligned with your objectives.
Who It’s For
This service is for individuals looking to make better use of capital — whether through new investment, restructuring, or reviewing what’s already in place.
Clients typically come to us when:
- They have capital available and want direction that aligns with their best interests.
- Existing investments feel misaligned, expensive, or hard to make sense of
- A change in circumstances calls for a fresh look — such as a sale, inheritance, or move abroad
- They’re planning for education costs or shorter-term goals and want to invest sensibly
- They want to invest offshore in hard currency, within tax-efficient, liquid structures.
- They want to generate income without losing flexibility or control of their capital.
There’s no fixed profile or portfolio size. Just the need for a clearer path forward.
What It Covers
This service provides a focused investment strategy aligned with your objective — whether that’s growth, income, offshore diversification, or restructuring.
It covers:
- Capital allocation and investment structure
- Tax, access, and estate considerations
- Platform and product selection
- Risk and time horizon alignment
The process is structured, objective, and designed to support better decision-making.
What You Get
You’ll receive a complete investment plan built around your objective — with implementation included.
The investment will be:
- Cost-efficient
- Diversified
- Tax-aware
- Estate-friendly
- Flexible and agile
- User-friendly
The aim is to put you in control — with a structure that’s easy to manage, aligned with your needs, and designed to work over time.
As an independent practice, there’s no allegiance to any platform or provider. Recommendations are guided solely by what works best for you.
Fee Structure
Fees are based on billable hours. Unlike traditional percentage-based models and commission structures that deduct a fee upfront, usually between 0.5% and 3.5%, and again each time you make an additional investment, we don’t.
Planning
Options
Need a clearer understanding of how our approach works in your favour?
How to Begin
It starts with a straightforward conversation.
We’ll explore what you’re trying to achieve, what’s already in place, and where you may need input or structure. From there, we’ll prepare a clear proposal outlining the scope, process, and cost.
If it feels like the right fit and you see the value, we’d love to have you on board.
For a complete framework that brings together all your assets, estate, lifestyle planning, and risk, explore our Retirement Planning service.
Need the bigger picture?
Securing Financial Futures One Plan at a Time
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