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Simon Montgomery

Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted … Continued

Robert Prince

Robert Prince started his career in 1994 in finance in Hong Kong, before returning to Perth and becoming a Senior Wealth Adviser. His experience through multiple market cycles is combined with thoroughly researched investments and a client centric approach. This makes Rob a highly trusted adviser looking after multiple generations of his client’s financial affairs. … Continued

Right approach key for ethical investors

Ethical investing is a hot topic right now for both charitable organisations and private investors, who are increasingly questioning the impact of their investing. For anyone interested in ethical investing the overarching objective is almost always the opportunity of generating a social dividend (reward) alongside a financial return. But as is often the case, when people … Continued

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