Our Approach
Growing and indeed protecting wealth are, of course, common goals. But that doesn't mean that you should ever have to settle for an 'ordinary' solution. Dunedin, as you'll discover, prides itself on being different.
First, you will be dealing directly with not just one, but two people - giving you twice the level of service. Day to day contact and any general enquiries will be the responsibility of a dedicated Client Relationship Manager. Your actual portfolio, meanwhile, will be looked after by a Wealth Manager, a senior investment professional with years of experience. Before making any recommendations, we'll sit down with you (and your advisers where appropriate), to discuss your unique financial circumstances and objectives:
What are you looking for in terms of income and growth? Over what period of time?
What's your attitude to risk? Only once we have built up a complete financial profile can we begin to recommend a suitable investment strategy.
Your portfolio itself will be constructed using a combination of the latest technology - to interrogate the market for the most suitable products - and Dunedin's own invaluable investment expertise. Don't be surprised if we suggest 'alternative' investment opportunities, like property or film partnerships, self invested personal pensions or other innovative ways of making the most of your money - it's all part of Dunedin's 'Independent Financial Thinking'.
Last, but certainly not least, comes service. Put simply, we aim to exceed your expectations. Dunedin is committed to providing you (and your advisers) with full, and frank, feedback on your portfolio's performance. We'll provide detailed reports on your investments and transactions, plus a market-based valuation. Once a year, we'll also include an in-depth analysis of your portfolio's return compared to an agreed benchmark, together with our specific recommendations. Most clients like to meet up at least once a year to review their financial profile and investment strategy. And, of course, we're happy to discuss matters with you over the phone whenever you like.