Enjoy, Preserve, Grow And Eventually Transfer Your Wealth To Your Future Generations

Would you like to simplify your life, be financially well organised and have a successful investment experience? We’ll help you to organise your financial affairs, to set your long-term investment objectives and plan your investment approach to meet your goals; saving you time, money and complexity. Monitoring your progress and helping you maintain the discipline required for successful investments.

Your Values and Goals

Your investment planning process begins during the discovery meeting where we meet with you and assess together your values, your goals, your current assets and your key relationships.

This is the start of the process of really getting to know you and understanding what's important to you, so that we can offer you the best lifetime advice.

From here, we produce your net worth summary and a gap analysis of where you are now and where you want to be. We set and agree with you, your investment objectives - including your willingness, ability and need to take risk and the investment horizons that you identify.

Working with you to plan your asset allocation, select your investment approach and create your portfolio, based on institutional asset class funds. All this initial work costs you nothing and is without obligation to you.

Risk and Return

Risk means different things to different people. To properly measure your tolerance to investment risk, we ask you to take a psychometric test. Developed in conjunction with the University of New South Wales' Applied Psychology Unit, the questionnaire we use is based on the FinaMetrica Personal Financial Profiling System. This tool guides us to a suggested asset allocation which best suits your emotional reactions to changing investment conditions.

Our commitment

With Index Wealth Management you can be certain you’ll get the highest quality service as all our work is completely guaranteed. If you are not totally satisfied with our service, we will either refund the price, or accept a portion that reflects your level of satisfaction.

Using investment funds, custodians and financial products which are commission free, we will always negotiate with the product providers to reduce your costs where possible. This leaves more of your money with you, not with the fund manager. We don't charge you for trading or rebalancing either. All fees, expenses and transaction charges are fully disclosed to you and clearly accounted for, so you can see just what value we bring to the table.

Our Fees

You need an adviser who will give you truly objective advice and as fee-only advisers, we are uniquely placed to do just that. We don’t benefit by selling you products, increasing your investment transactions or modifying your portfolios. Our aim is to minimise your costs and maximise your account value, since our fees can grow only if the size of your account grows. Our pricing structure is based around the value we deliver to you, not the time we spend on providing your services.

For our fee you’ll get personal lifestyle planning, unlimited meetings, liaison with professional advisers and a lifetime relationship - all for less than the cost of an average UK unit trust fund.

Review and Rebalance

Your fixed fee annual consulting service covers continual review and support and can be completely tailored to suit your needs.

Every Day

Your investment funds will be monitored and administered by us. You’ll get unlimited phone and email support on asset management and financial planning matters. You’ll also have the option of unlimited meetings to discuss your investment portfolio, financial issues or any other topic.

Every Quarter

We will review your portfolio checking your tolerance levels of cash. If you need to rebalance to maintain your chosen level of risk and take advantage of price changes by automatically buying low and selling high, we will do this for you.

Every Year

You can meet with us each year to check your plan. Are you achieving everything you wanted to? Review your financial objectives, your lifetime cash flow, your investment plan strategy and your portfolio performance. We update your financial plan and rebalance for you as and when necessary.

Each year we hold an educational client event to help reaffirm our beliefs. Here is what some of our clients have to say…

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered