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News Category: Client Stories

A world view of investing: Mike's story

UK-born Mike Tooke takes a global approach to investing and believes international markets offer significant opportunities.

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A new way to invest: Hannah's story

Hannah, 26, started looking for a new way to invest when she discovered her financial planner had failed to fulfil explicit requests she had made for her investments.

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Sarah Sorenson Six Park Client Story With Daughter Mia 2 Hori Crop

A smarter path to diversification: Sarah's story

Accountant Sarah Sorenson wanted diversification without the time commitment required to actively manage stocks, so she looked to robo advice.

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