The art of flexibility

We understand our clients may require a little more than an off-the-shelf investment portfolio. For this reason, we offer clients the opportunity to customise their portfolio options as well as white-labelled reporting. Therefore, we are prepared to allow clients access to any investment strategy in the world, as long as it is accessed via a reputable organisation that meets strict safety and security.

We offer flexibility to cater for client’s specific needs and will develop our service based on what your requirements are over time.

In addition, through the use of Momentum and Metropolitan’s capabilities, we can bring other services to the table, such as access to umbrella funds, retirement annuities, living annuities, with-profit annuities and an array of unit trusts.

Our other key attributes include:

 

The art of flexibility
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