Providing your adviser with greater control and choice for <br>more effective management of your investment portfolio

Investors

  • Would you like your investments to be managed tailored to your specific situation ?
  • Would you like to the opportunity to reduce the administrative costs associated with your investments ?
  • Would you like to actually see the specific investments that your money is invested in ?
  • Would you like to know exactly what the person looking after you investments is doing  ?

At Financial Simplicity, we have engineered a way that investors may be able to receive superior investment services from their advisers, in the form of actively managed portfolios, and perhaps also at lower costs.

The benefits of such an approach is that you may be able to receive a service by where the reduced effort and responsibility by outsourcing investment decisions, yet still having the investment service you receive be tailored to your specific situation. We help investment advisers do this with industrialised efficiency, so you may get such a service perhaps cheaper than having traditional managed funds.

Investors love the fact that they can often talk directly to their portfolio manager

Whilst Financial Simplicity does not offer a service directly to investors, we would be happy to contact your adviser to help them understand if Financial Simplicity is of interest to them, or possibly have one of our advisory customers contact you should you be interested to find out more.

Financial Simplicity does however offer a few tools that may help you consider your investment offering options. Have a play, why not ?