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Financial Planners
In conjunction with you, we can offer your clients professional investment management services. Our managed discretionary accounts are a much better product than unit trusts and managed investment schemes because you are included in the portfolio construction process (if you wish). In this way you get to construct better financial plans. Moreover, because a personal portfolio allows greater transparency and control for the client, you will be able to build a deeper relationship with your client.

With our investment services, you remain the key person in the client relationship.

 

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