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Investment Advice

Being independently owned enables RetireCare Personal Wealth Management to evaluate and recommend a wide variety of investment options without restriction. As it stands we currently have access to over 5,000 investment options.

To ensure that our advice is continually of the highest order, we have assembled a panel of external experts who provide us with qualified guidance in the following areas:

  • Macro economic considerations
    Micro economic considerations
    Asset allocation measures
    Direct equity research
    Managed fund research
    Direct property research
    Direct fixed interest research

Complimenting this further we also have access to the nation’s best economists who regularly provide us with updates as to the current state of play.

These two aspects, when combined with our robust investment committee process sees to it that the investment advice we provide is of the highest possible order

 

 
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