We’re here to help…

  • Invest smartly
  • Understand your risk-taking ability, your investment goals and objectives and your investible funds
  • Make the investments – we handle the paperwork and the legwork
  • Track how your portfolio is doing
  • Get insured adequately and inexpensively
  • Use a digital locker to store all your important documents

Really help…

  • we remind you when you need to do things
  • we try to persuade you not to do things that we think are, well, not worth doing
  • we provide reassurance and comfort and an occasional cup of tea when you need it