Whether you’re looking to make your first investment, or wanting to protect your existing savings, Greeengrass Wealth Management will help you to find the best solution for your financial needs.

The Greengrass way

Greengrass Wealth Management is different to most financial planning practices.
We are our clients’ partners on their lifelong investment journey.

We don’t do “off-the-shelf solutions”. Your plan is customised to your individual financial needs. Our consultants will structure a programme according to your specific investment horizons and appetite for risk.

We use 4 building blocks to generate long-term investment plans:

  • Cash
  • Preservation Funds
  • Product
    Growth Funds
  • Long-term
    Growth Funds

To enhance the plan, 5 funds or asset types are used to calculate your required growth:

  • Exchanged
    Traded Funds
  • Direct Stock
    Portfolios
  • Fund
    Managers
  • Fund of
    Funds
  • Property

Our investment approach is what sets us apart

We believe that a sound investment plan is possible only when you ask yourself and your advisor the right questions. These questions are likely to include:

  • What are my investment goals?
  • When will I need the money?
  • What level of risk am I comfortable taking?
  • How much money do I have available to invest?
  • How frequently can I invest?
  • What are the available investment choices?

Regular reporting

We report back on your portfolio performance on a quarterly basis, clearly illustrating growth and returns. This allows both the advisor and the client to determine if the plan is on track to achieving its long-term objectives. It also enables changes to be made to the asset allocation or fund managers quickly and efficiently.

VIEW A CASE STUDY

Get in touch with us for expert wealth management that comes with
personalised support, every step of the way.

CONTACT US

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