Client Education


In addition to providing our clients with market-leading advice, we provide our clients with valuable education opportunities to help improve their financial literacy.

The resources we make available to clients include:


EurekaMoments® is our monthly online publication which provides client strategies,
investment ideas and alerts on client tips and traps. It includes articles from both our financial planners and top industry spokespeople. EurekaMoments® keeps our clients informed about their portfolio and changes to relevant legislation and the financial services landscape.


We invite external speakers such as portfolio managers to share their insights with our clients.