1. It’s easy to get started
Our online and telephone investment service is for individuals who don’t need a full financial plan. You can invest entirely online by completing our investment questionnaire. We’re also happy to speak over the phone or via a video call. It’s super-convenient.
2. We make a recommendation
Every investor is different. We’ll help you choose an investment strategy that’s right for you. We’re qualified financial advisers. We’ll let you know whether you’re on track to meet your goals, and also make sure that you’re not risking more than you can afford.
3. We invest for you
Our team of investment professionals will build a portfolio for you and manage it on your behalf. You’ll never have to worry about what markets are doing, or when to buy or sell. You can check how your investments are doing, online 24/7. You can talk to us whenever you like, and we’ll review your strategy every year.