Financial planning has traditionally provided investment exposure through public unit trusts. However, most large portfolios hold a significant amount of shares (direct equity). Research along with back office support (buy and sell services) is provided.
The use of model portfolios with regular review keep investments relevant and provide continuing income to meet the investor’s needs. Our reliance on trusts and retail service providers ended in 2000. From then on our advice has been around building long term investment portfolios that hold direct equities.