We want to educate our clients about their investment strategy so that you feel comfortable and empowered with your financial plan,; that’s how we manage your investments and protect your wealth together.
Depending on your circumstances, ZFA may recommend a Managed Discretionary Account (MDA) from one of our MDA providers. An MDA will keep you regularly informed of world economic events & their impact on your investments on a monthly basis, along with a detailed breakdown of your portfolio. We have teamed up with ACTIVUS, our investment strategist team, who will assist with our overall investment program tailored to suit your personal and financial needs.
We focus on your asset allocation for your portfolio, depending on which tax structure or investment vehicles are most suitable to your circumstances to ensure your wealth plan is not adversely affected by unforeseen negative tax outcomes.
We explore how borrowing funds to further invest into growth assets such as property & shares can help you reach your goals sooner.
To keep you up to date, regular investment briefings & seminars are delivered by our team & market experts for our Private Clients so that you are fully informed on tomorrow’s investment opportunities.