Investment Management

Name: MHA
Price range: $

Contact our Investment Management team.

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Designed for those investors who have neither the time, nor the inclination, to manage their portfolio themselves. The Discretionary service is our premium level of care for discerning investors.

We will use our comprehensive portfolio construction and investment management selection process to determine and build a portfolio designed to suit your individual requirements. Once established, we will carefully monitor and amend your constituent holdings as necessary to ensure that your portfolio continues to meet your objectives and requirements on an ongoing basis.

Discretionary Management

You can rest assured we will keep you informed of any changes we may make, through the issue of contract notes every time we trade. We are on the end of the phone or come and see us in person for any queries you may have.

We are also able to provide clients with on-line access so they can view their portfolio whenever they like, at home or abroad.

Investor portals

Access your MHA Wealth investor portal below

Find out more

Why MHA Wealth?

Firstly, and most importantly, we believe in building long term client relationships. The cornerstone of our professional service is the personal touch - our clients are allocated a personal financial planner available at the end of the phone, or in person, at our office or in your home.
We provide the full range of services to ensure that whatever your stage of life, we can help you with your changing goals and objectives. Our service is based on the belief that financial advice should be provided by trusted financial planners working solely in your best interests.
Our advice is completely impartial and independent, ensuring that we can provide the very best solution for your personal circumstances.
We believe that the day to day management of your investments, and the high quality ongoing advice we provide to help achieve your long term financial plan, are separate skill sets - therefore our national team consists of both highly qualified financial planners and experienced investment managers.