Lump Sum Investment -We Help You Make The Most of Your Hard Earned Savings

Your lump sum investment could come from a lottery win, an inheritance, downsizing your property, a divorce settlement, proceeds from a life assurance policy and numerous other means.

Finding yourself with a large sum investment or some spare money can be a fortunate experience, but what do you do with it?

High Performing Investment Advice

Spend it, save it in a bank account where it’s safe – or invest it where it has more opportunity to grow?

 

There are lots of instances where we might find ourselves with some extra money – even quite a large lump sum investment – and although the first thought might be ‘what can I buy’ – it would be sensible to think ‘what other options do I have?’

 

For most of us, we do consider what kind of risk we are prepared to take – and what we mean by risk can vary dramatically from person to person.

 

There are many types of risk and some or all might affect any kind of investment we consider.

 

We provide independent lump sum investment advice that is not restricted in any way. This allows us to consider, identify and shortlist the most appropriate investment options in the market today.

 

Call us FREE on or click the link to the right to discuss your investment

Here’s how we will help you make the most of your investment choices

  • Jargon free independent advice, we have no affiliation with any business that could influence our assessment of your savings advice.
  • No upfront advice charging or any hidden fees and costs.
  • Bespoke portfolio – matched to your investment requirements and individual needs.
  • Annual reviews – to keep your investment on track, grow and meet your savings goals.
  • We don’t rush you into investment. You’ll feel safe in the knowledge that your savings needs are all being expertly handled by real people who care

2o Years Established – That Counts
This year, 2017, sees us reach our 20 year anniversary. In all that time we’ve seen real changes in the financial market, but our core values have forever remained the same. Put simply, we’ve always striven to offer unbiased and objective financial advice, with a view to protecting and enhancing our client’s wealth and sense of well-being. Welcome to our conversation.
Our Promise
We stand for honesty – advice – trust and value. Our culture and people matter and promise you this, the team that makes Equity SMART work will be centred on you. Our team believe in treating clients like family, so you can be confident that we’ll give you the same advice we would give to our own relatives.
Our Investment Philosophy -Get Rich Slowly
We believe in a “Get Rich Slowly” philosophy through a “passive investment” approach to purchasing investments. This we believe is the right choice for the majority of investors who are seeking more peace of mind, when looking to achieve sustained performance over the longer term.

  • Passive investment is the rational, mathematically proven route to investing success.
  • Our investment strategies are focused on your risk profile, well researched, efficient and low maintenance.
  • We look to keep your costs low through longer term appreciation, reduced maintenance and look to avoid unnecessary trading.
  • Ensure you are not over exposed at any time through wide diversification of your asset classes.
  • We provide regular reviews and rebalancing when required or on a 6 monthly or yearly basis.

Get Your Investment Review in 4 Easy Steps

Contact us today

Get in touch to find out how we can be of service. It’s confidential and we provide you with the highest level of consumer protection when it comes to Investment advice.

Prepare A Review

We’ll get to know you, your specific needs and your financial circumstances to allow us to analyse and report back, allowing you to make better and more informed decisions.

Explain Options

We’ll explain all the Investment options available to you, discuss both the pros & the cons and then make a written recommendation on your best options.

If You Proceed

All the paperwork is arranged for you and processed quickly & efficiently. Throughout this process we’ll always be in touch, keeping you in the loop and up to date.
Start Your Investment Review

Start Your Investment Review Today

Click the button and fill out our short form and one of our advisers will contact you.

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