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.
We work to deliver a benefit to our clients.
We see the positive outcome of our work.
We operate within a dynamic environment.
We see beyond what is immediately obvious.
We work to capture the best available outcomes.
We embrace these internal disciplines as our own.
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.