Investment Advice

Wealth 21 has developed investment models to ensure that  your asset allocation is aligned with both your tolerance to investment risk and your long term financial goals. These models are reviewed regularly to take into account the prevailing economic climate and market conditions.

Ongoing monitoring and review is an essential part of any wealth accumulation plan. Periodical rebalancing ensures that your portfolio remains aligned with the appropriate asset allocation.

For clients who have larger portfolios and seeking more active involvement, we offer an advice service for listed securities (refer to the “Individually Managed” service). Portfolios including listed securities are effectively monitored on a weekly basis using research sourced from Merlea Investment and Lonsec. Regular review is even more important for listed securities – where reliable research on individual companies can assist in making investment decisions.