Investments

We understand how hard it is to accumulate savings. We treat your investments with as much care as we do our family's investments. You will never be treated as another number at Investwisely.

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Investment Approach

 

 At Investwisely we have developed a unique investment approach. We have a proven track record of growing our clients investments.

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Our investment approach has been built over 20 years investing in the markets, and combines a value and growth mix, incorporating both direct and indirect investments. 

 

We have built a detailed research methodology that we engage to deliver portfolios that are focused on growth rather than tracking an index.

 

We take a macro view, and then interpret the research using our experience to construct portfolios that are truly diversified (that means more than just a few different investments). 

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We can deliver a tailored approach to your investments backed by our research and expertise. 

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Enjoy our concierge level service for your investments.

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Technology

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Given the dynamic state of the markets, it's important to keep a close eye on your investments. We utilise the latest technology which allows us to adjust your investments as the market changes. 

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Our technology allows us to update your investments in real-time as markets change, yet you can still have the authority to approve all changes.

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Utilising the latest technology also allows us to deliver our services at a lower cost with the savings passed onto our clients.