Whether you’re unsure where to start with financial planning or you have a plan but want the security of having someone review it for you, our saving and review service is for you.
Ideal for anyone looking to solidify and grow their financial position for the future, this service will help you to clarify your thoughts and understand what you are trying to achieve long term.
Together, we will assess any existing policies and build or refine your plan, meeting each year to review progress.
This service includes:
- Annual report
- Annual progress meeting
- Ad hoc commentaries when something significant happens – such as a budget or an unexpected change to the economic outlook
- Mobile app for viewing your portfolio
- Secure document portal for correspondence.
There are two service levels to choose from based on your requirements and portfolio value. The key difference is that the standard offering features online meetings with ‘Digital Dave’ and the enhanced level includes a face-to-face annual meeting with ‘Real Dave’.
We offer two investment strategies:
For those looking for a traditional investment approach, we recommend Vanguard’s LifeStrategy® portfolios. Vanguard are one of the largest investment firms in the world and are the leading provider of passive investments. Their LifeStrategy risk-graded funds provide a low-cost, traditional investment solution.
For those looking for a ‘responsible’ approach, we recommend Sarasin’s Responsibly Managed portfolios. Sarasin are a specialist in the responsible investment arena. Their risk-graded model portfolios are ideal for those keen to ensure a high level of attention to environmental, social and governance issues.
We will work together to tailor a strategy that best suits your desired approach.