Investment Non-Outlook for 2022

We are pleased to announce the appointment of Nicki Hinton-Jones as Managing Director of Betafolio Limited.

Luckily for investors, equity markets don’t actually seem to care whether the President’s political symbol is a blue donkey or a red elephant.

Our partnership with Fusion allows us to reach further into the community and take away the investment burden so advisers can focus on what they do best.

Last week we held a mastermind discussion with some of our most ideal clients – high quality financial planners who are focussed on supporting their clients through coaching and planning. The topic for the day was adviser charges – what are fair rates for advisers and clients, are ad valorem fees becoming outdated, are fixed fees the way forward?....Unsurprisingly there were many differences of opinion on the answers to these questions, but the one element over which there was no dispute is that, regardless of how they pay, all clients really care about is the value they receive. Perception of value is the key factor for achieving client satisfaction.