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WHO WE ARE

The Investment Collective is a financial services company dedicated to making the complicated world of finance easy to understand, so that you can achieve your goals. The benefits of using our services include our fee for service model, which means we are not rewarded for recommending any financial products or services, and only recommend products that truly suit your needs. Our in-house Portfolio Administration System (PAS) is a very useful tool to manage your portfolio. It will give you direct access to your account and enables the proposal, authorisation and implementation of portfolio changes. We pinpoint where you are now, and provide a strategy to navigate you towards your goals while helping you prepare for the unexpected. We create a plan that will change with you.

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OUR VIRTUES

Performance

We work to deliver a benefit to our clients.

Proud

We see the positive outcome of our work.

Progressive

We operate within a dynamic environment.

Perceptive

We see beyond what is immediately obvious.

Proactive

We work to capture the best available outcomes.

Professional

We embrace these internal disciplines as our own.

READ OUR NEWSLETTER

Read our latest quarterly newsletter. Filled with interesting articles, on a range of topics, written by advisers and staff. The perfect way to stay up to date on everything that’s happening at The Investment Collective.

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Please find The Investment Collective Continuing Professional Development Policy here.

2020