Investment Management

We understand that the investment environment offers a range of investment options, each with its own risk, return, term, tax, and legal considerations.

Individuals are often overwhelmed by all of the factors to consider when it comes to investing their hard-earned money. A single uninformed decision can have a significant impact on the eventual outcome of your investment strategy.

Our investment division, Efficient Wealth (EFW), in partnership with specialist investment management affiliates, offers a range of investment options suited to every type of investor. No matter the size of your investment, we can help you to invest both locally and offshore, across most asset classes, and within a broad range of legal structures.

To ensure fit-for-purpose advice, we will conduct a comprehensive analysis of your existing investment portfolio (if any), and will then compile an investment strategy to suit your specific risk profile, investment objectives, and future needs. Your investment plan will be actively managed in consultation with a specialist financial advisor on an ongoing basis. Our management approach is purpose-built to ensure that your portfolio structure is continually adjusted to take any changes to your personal circumstances into account, as well as to respond to any factors influencing the overall local and global investment environments.

Our Offering

  • Personal share portfolios
  • A wide range of approved unit trust funds
  • A wide range of approved fund of funds (FOF)
  • Managed and tax-efficient international investments
  • Multiple investment platforms for discretionary and compulsory funds


  • A single point of contact that provides access to a broad range of approved investment management products and services
  • A dedicated certified financial planner/portfolio manager that is allocated to each client
  • Investment approval through a high-profile, independent investment committee
  • A detailed and ongoing risk and needs-analysis process