You have ambitious goals. You know the only way to realise your ideal life is to develop a focused plan outlining the steps you need to take, and the barriers you need to overcome to get there. Your financial world is complex and is getting more so.
You want expert advice, backed by years of experience, to help guide you when making critical decisions about how to maximise your investment earnings.
There's a lot of noise in the investment landscape, that's why we're here to bring clarity to your financial and investment world. We assist by developing a plan that will help you increase your earnings potential. One that is based on you, your current financial situation, and one that considers your personal long-term goals.
From creation, development, management and optimisation, we're here to guide you. We know there is no one strategy fit for every situation, that’s why we take the time to look at each of your investments, recommending the right solution to bring you one step closer to the future you envision.
We give you access to our Here Wealth Portal that provides you with real-time insights into your financial position, and we create annual portfolio snapshots so you can tangibly measure progress. Included as part of our service to you, we'll monitor your investments, making sure they're working hard for you.
Plus, we meet with you on an annual basis so we're always on top of what's changed in your financial world, revising your investment plan and advising you on optimisations that will maximise your earnings.
At Here, we can also offer you a Managed Discretionary Account (MDA) service. An MDA allows your investment manager (us) to make decisions about your portfolio on your behalf. It’s a way for you to delegate the day-to-day decision making about your investment portfolio to a specialised expert.
An MDA provides many benefits that other services in the market don’t, these include-
Additional benefits include -