We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships. These five core values define us, and guide everything that we do. Our focus is to ensure that you achieve better outcomes by gaining a deep understanding of your long-term investment goals and putting your goals at the centre of the investment process. Within a goals-driven framework we maximise the probability of achieving your predefined investment objectives. This approach allows us to: • Put your need at the centre of our investment process • Construct portfolios targeting your specific needs • Make use of the best investment managers in each asset class instead of relying on a single asset manager to manage all 8 asset classes used in a traditional balanced fund • Achieve a level of manager, style, asset class and geographical diversification not achievable through the use of classic balanced funds • Make use of a hybrid active passive solution We have smart people, all committed to doing the right thing. People who thrive on solving problems too difficult for others to tackle; who spot opportunities others miss; and who intuitively know right from wrong and won’t cross that line.