Your Opus Gold adviser will design and carefully manage your investment portfolio solution for you and be on hand to discuss and deal with your requirements whatever they should be. We find clients often have different needs, some require growth, some income and others a combination of both. Our services combine a professional investment management service together with tax harvesting in order to maximise your returns or income and cater for whatever you require.
Our Investment Models can be designed to target a specific investment return or be made up of a purely Asset Allocated structure. We will assess your attitude to risk appetite at the outset and continue to do so at review meetings to take account of any changes.
Many clients like to combine their investment solutions with our Cash Management Service to give you piece of mind all is taken care of. This service includes regular review meetings, telephone and internet access to values and your adviser to look after your needs.
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