In my view, the best advantage of making an active choice in investment is that you decide who to trust. Trust is the foundation of life, and as wealth follows our life story, the evidence of your trust will accompany you, and enable you to grow confidence in making purposeful, values-based wealth and life choices. That confidence is evidenced by:

1. Transparent choices based on personal criteria

2. Reviewing and challenging choices

3. Getting ahead as early as you can — benefit from a long investment cycle

4. Retirement is on track

5. Making informed choices which are goal based, well balanced, and supported with good systems helps to support:

   — Ownership of wealth and money roles

   — A solo or shared asset portfolio

   —The balance of assets over the long through to the short term.

6. Making investment choices will set you on a path of supported choices to:

7. Meet income needs for the future 

8. Anticipate areas that you may not have provided for eg., back up funds for unexpected times

9. Attend to the important values and confidence you have in the transfer of inter-generational wealth

10. Relieve pressure — be comfortable with the decisions you have made, see in your investment portfolio how your goals are incorporated and know you have made decisions about the risks you are prepared to take.

11. Benefit from the diversity in the offering of funds — this is the convenient way that you benefit from global growth over terms of time that suit you.

12. Benefit from matching your profile in risk and personal needs and life stage giving you long-term flexibility.

13. When you are wanting to use your portfolio, expert advice on the timing and content of those withdrawals is a valuable assistance.

Financial advice recommends funds from our provider and helps you to achieve your medium and long-term goals. 

What do you receive?

Financial advice matches investment and portfolio design to your needs expressed through financial planning. When you sign up, you choose the scope of our advice which is summarised in a personalised Statement of Advice as either:

• specifically recommending the actions for you to take to achieve your wealth and retirement goals.

• recommending categories of assets allocated across your wealth aligned to life stage and, at your request, we can incorporate a choice of investment solutions from Synergy.

• we will give advice on more narrowly defined needs instead of all of wealth. For, example you may have a lump sum that you want to invest for one specific reason.

Synergy

Offers the choice of 35 portfolios with different investment styles and risk profiles to help you achieve your individual financial goals. 

I will work with you to implement a strategy design for your needs utilising Synergy’s globally diversified and expertly managed portfolios which are constructed based on recommendations from industry leading investment professionals.

Synergy will take care of keeping your portfolio in line with its targets and send you regular reports on your investments.