Personalised implementation

Every client we work with comes with their own unique circumstances. We therefore set out to create a bespoke financial plan that is tailored to suit both the financial personality and objectives of each individual.

Your financial life guidebook

  • Helps you measure goals according to your current and forecasted financial position.
  • Summarises your priorities, portfolios and action plan.
  • Offers access to a modern, easy to understand financial document.

Your personalised investment portfolio

  • Creating a personalised investment portfolio based on our professional recommendations and your real-time financial goals.
  • Building an investment portfolio that compliments your retirement income plan based on your current financial situation.

Welcome to Canvas

Your financial life hub

Canvas is a dynamic, easy-to-use online financial life management portal that helps you engage and manage your finances anywhere, anytime. It allows you to take charge through life’s changes with complete visibility and total control – no matter how complex life can become.

With Canvas, you can:

  • Store and share all your financial information in one place, including accounts, portfolios and goals.
  • View your complete financial life in real time from any device.