Frequently Asked Question

What is the minimum investment requirement?

We do not have any minimum portfolio sizes or investment amounts to benefit from our service. We are pleased to provide advice to anyone regardless of their portfolio size and understand those who are starting out with saving and investment may not have anything to invest yet.

Some of your investment options themselves may be restricted if you have a very small initial amount to invest. We will find suitable investments for you based on your requirements. If you are looking to invest a sum every month, some investments may have a minimum amount for this. Again, if the amount you wish to save or invest is small, we will still find suitable investments for you.

FAQs

Couldn't find what you were looking for?

If you still have an unanswered question or require more clarity about something, please do not hesitate to get in touch with us. We will be happy to help.