At True North Investments we provide a personalised investment portfolio service which will help you to build and manage wealth on your terms. So that you can confidently invest supported by sound advice and a wide range of well resourced and approved products.

We will tailor an investment portfolio to suit you. The funds that we select are independently researched investments from leading fund managers in Australasia. We will create a portfolio which helps you meet your financial goals while agreeing on a level of risk tolerance that you are totally comfortable with.

1. Getting started

By looking at your financial position today and where you want to be tomorrow, we can recommend the best investments for you

2. Tailored to Suit You

Guided by independent financial research and the expertise we have access to, we will tailor a portfolio to match your situation and needs

3. Up and Running

Once you have agreed on your investment strategy, we will set up your portfolio. When it is up and running, you can view your investments on line at any time.

4. Stay on track

To keep you in control, you will receive regular performance updates. We will regularly review your portfolio to keep you on track to reaching your goals. As well as meeting face to face, you can agree on the type of reports you would like to receive and how often.