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Implemented Portfolios News

Investing is a journey not a destination

We know life is a journey with the destination known, however when it comes to money management and advice very little effort is put into the journey with all the focus on the destination.

If it was about the journey we would be building services that allow us to remodel every one of our clients at the press of a button remembering everything that is important to them but we are not, with the dominant model still focused around fund and stock picking on expensive platform delivered adviser by adviser and client by client. READ MORE