Financial planning has traditionally provided investment exposure through public unit trusts. However, most large portfolios hold a significant amount of direct equity, commonly known as shares. Rodney Fox Private Wealth offers comprehensive research along with back office support (including buy and sell services) ensuring that you as the client can benefit from a ‘one stop shop’ portfolio solution. 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 centered around building long term investment portfolios that hold direct equities.
For more information on the products and services available please contact us for a free consultation.