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Granite Financial

 

 

 Wealth Management

 

'Wealth is the ability to fully experience life.'  Henry David Thoreau

 

 

 

Wealth Management

Our investment approach starts with the philosophy of managing risk. Those that have accumulated wealth are predominantly concerned with protecting its value rather than maximising returns at all costs.

We gain a thorough understanding of our client's circumstances, objectives and attitude to risk. We then build an investment portfolio that ensures they have the best opportunity of meeting their financial objectives within their specific risk parameters.

 

We invest into a wide range of different asset classes where we feel those assets have the potential to reward our clients over the long term and also provide attractive diversification characteristics in the context of the overall portfolio. True diversification is achieved rather than simply duplication.