Wealth Strategies offers a comprehensive investment product range with unique, tailored investment portfolios. Our clients can access low cost, passive investment funds as well as personalised managed portfolios. We also offer unique guaranteed and structured investment products, which are effective investment alternatives in volatile markets. We advise extensively on both local and international investment portfolios, taking investment related considerations such as tax and estate planning into account.
An investment portfolio should be reviewed on a regular basis to ensure that the investments are achieving their desired financial purpose. Asset allocation, portfolio re-balancing and fund switching may be required on an ad-hoc basis, to manage risk levels in changing investment conditions.
An investment portfolio should consider various factors, including: