Once you are fully educated, all your questions are answered and you have your financial plan in place, we will begin to invest your money.

Lump sums and roll-overs will be invested on average over a 4 month period. We will let you know what to buy and when on a weekly basis.

Ongoing investment plans will be directed by us throughout the year as your money is deposited into your account.

You will get to learn and be involved in the process as you make all of your own buys under our direction.