Your unique circumstance and specific goals are our benchmark.

We’re uncompromising and dedicated in taking time getting to understand your real objective.

We aren’t distracted by short-term volatility or peer groups.

You get custom-made solutions for the goals you set, carefully selected from the thousands of managers we constantly research and rate.

This gives your investment the highest probability of achieving your goals. We don’t force-fit you into existing solutions.

Your goals on kept track, because we monitor, manage and implement solutions in real time.

There are no delays between events affecting your investments and decisive action taken.

The fiduciary role is increasingly complex, with the investment world and regulatory environment always changing.

We lighten your burden by bringing to the table skills, resources and expertise that take on much of these responsibilities, allowing your fiduciaries to focus on important strategic decisions and member engagement.

We are a long-standing; award-winning financial services group and we are synonymous with:

• innovation

• independence

• excellence

• integrity

• long-term partnerships.

These five core values define us, and guide everything that we do.

Our focus is to ensure that you achieve better outcomes by gaining a deep understanding of your long-term investment goals and putting your goals at the centre of the investment process.

Within a goals-driven framework we maximise the probability of achieving your predefined investment objectives.

This approach allows us to:

• Put your need at the centre of our investment process

• Construct portfolios targeting your specific needs

• Make use of the best investment managers in each asset class instead of relying on a single asset manager to manage all 8 asset classes used in a traditional balanced fund

• Achieve a level of manager, style, asset class and geographical diversification not achievable through the use of classic balanced funds

• Make use of a hybrid active passive solution

We have smart people, all committed to doing the right thing. People who thrive on solving problems too difficult for others to tackle; who spot opportunities others miss; and who intuitively know right from wrong and won’t cross that line.