At Finsgate we split wealth management into three sections -
Accumulation
Accumulation
Accumulation
For individuals who are working saving towards an objective - house, company buyout, retirement sit within our accumulation portfolios. These portfolios look at reinvesting capital and taking risks in line with an individuals capacity for risk to help grow their portfolios.
Income
Accumulation
Accumulation
For those that are retired or just needing some extra money our income portfolios look to give a steady income which remaining invested. Depending on your appetite for risk and level income will dictate whether some is in de-accumulation at this point
Preservation
Accumulation
Preservation
Often for individuals who succession planning our preservation portfolios aim to protect an individuals wealth and grow in line with inflation. A lot of clients in this portfolio may also blend this with our income portfolios.
INVESTING WITH US
Top Down Strategies
Our investment portfolios all start with a macro view on the assets, economy and markets before we look at more micro views like individual investments and assets
Tailored to You
Each and every client is different so no two investments are the same. Our portfolios are all tailored to you.
Low Cost
Whether you are using our DFM, ETF Portfolio's or self managing your own portfolio, we have structured our strategies around cost and growth. Adsen Moore's agreements have all been negotiated to put the client back in the driving seat