INVESTING MADE EASY

Select your own investment strategy with administration, support and service from Quadrant Wealth.

A detailed analysis of your existing portfolio and recommended solutions to influence your portfolio to optimise performance and cost structures.

DESIGNED TO TAKE COMPLEXITY OUT OF INVESTING.

SCHEDULE A FREE CONSULTATION

1 OBJECTIVE

What do you wish to achieve from this investment?

2 STYLE

Choose your preferred investment style.

3 RISK PROFILE

Select according to your risk profile.

4 CHOICE

Advice digitised or personalised.

SELECT YOUR INVESTMENT OBJECTIVE.

INVEST DIRECT

An extensive range of solutions utilising Unit Trusts, Shares & Exchange Traded Funds.

tax free savings

Grow your wealth without paying tax on interest, dividends or capital gains.

retirement ANNUITY

Life stage retirement planning should be integrated with your investment strategy.

PRESERVATION FUND

Changing careers? Preserve your pension fund without losing long-term retirement savings.

RETIREMENT INCOME

Combine the flexibility of a living annuity with the security of a lifetime income.

SELECT AN INVESTMENT STYLE.

local or international options

PASSIVE

Exchange traded funds aim to deliver the performance of the chosen market index at a lower cost.

ACTIVE

A specialist team of portfolio managers aim to outperform a market index or benchmark.

These funds are more expensive than passives as an extensive investment team apply their knowledge to outperform the index.

BEST OF BOTH

A blend of active and passive funds combined to provide relative out-performance at a lower cost in a diversified pool of risk managed funds.

Choose from 4 model portfolios that range from conservative to high growth investment performance.

SHARE PORTFOLIO

We customise around your specific need and preferences and wants greater participation in the underlying shares that make up the portfolio

DO YOUR EMOTIONS INFLUENCE YOUR RETURNS?

When we understand your propensity for volatility, then we can construct a portfolio aligned to your level of risk.

The three aspects of risk

The risk that you need to take.
The risk that you can afford to take.
The risk that you feel comfortable taking – your personal risk tolerance.

Advice digitised or personalised it's your choice.

LETS GET STARTED

WE ONLY USE THE BEST FOR OUR CLIENTS.

QUADRANT

WEALTH

Financial Planning & Investment Advisory