At KRA Wealth Management, we apply our knowledge of successful investing and portfolio construction to help grow your wealth. We develop a strategy that caters for your individual investor style and needs – aligning your personal life goals to appropriate and risk tolerable investment solutions. Strategies range from creating a disciplined wealth creation plan through to constructing a portfolio for sophisticated investment.
Our comprehensive investment advice services include:
- Wealth-creation strategies
- Portfolio construction
- Managed investment funds
- Geared investment portfolios
- Direct share services
- Ongoing personalised portfolio reviews.
To support our ability to able to provide current, relevant and first class investment market information we utilise the services of Brad Matthews Investment Strategies as our strategic research partner.