YOUR WEALTH

With solid foundations based on trustworthiness, stability and honesty, Highwood has built up a reputation as a business committed to providing sound, jargon-free, fee-based financial advice to preserve your wealth.

Whether you are building an investment portfolio, planning your financial goals or developing a successful business, we work to identify your broader financial targets, always ensuring that we never forget your values, priorities, dreams and ambitions.

In line with our Investment Philosophy, we can then make informed decisions to maximise returns and build financial security that matches your lifestyle strategy.

The benefits of using Highwood include:

• A trusted, experienced, highly qualified professional adviser
• A disciplined wealth planning process to give you a well organised financial plan and control of all aspects of your financial future
• Someone to motivate you to get things done and to proactively raise pertinent issues with you
• Appropriate action discussed with you, freeing you from worry
• Your individual Client Manager on call when you need help
• A well coordinated and coherent financial strategy
• The knowledge that we thoroughly research investment markets and trends and make the appropriate recommendations to you

Our financial planning fees are, unless otherwise stated, based on the amount of time we spend working on your behalf. This will reflect the expertise and experience of the Financial Planners and Advisers involved and all fees will be confirmed in writing in advance.