Why use our services?

As a father with two grown up sons, I have always endeavoured to teach them the qualities and long term benefits of treating others as you expect to be treated yourself.


We strive to provide you with clear simple advice and the highest levels of service and professionalism achievable. Integrity, honesty and transparency are embedded in everything that we do, ensuring you build long term relationships with us, some clients have been with us for over 30 years.


We find we don’t need to market our services; new clientele come from client recommendations, introductions from local Professional connections and our website.


We have adapted to a changing Financial Industry and maintain the highest levels of compliance directly with our Regulator.


Undertaking asset allocation or fund changes to our clients’ portfolios in a proactive manner ensures these occur when needed, taking advantage of certain market conditions, as opposed to simply when a review is due.


We have a thorough Investment process as well as the knowledge and experience that client’s desire when placing their trust in an organisation.  


Chris Downing
Managing Director



It’s not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.

Charles Darwin