Our financial planners and investment professionals help people at all stages of life with their financial goals. Helping you make the most of your money by managing and advising you on your investments.
We manage your investments – deciding which investments to buy or sell, how much to invest and when to do so.
Our investment advisers can recommend a bespoke portfolio and give you advice on all your investment decisions.
Our track record of successfully managing sustainable investment mandates for clients goes back years.
Our clients are not necessarily averse to taking risks with their money, but they are sensitive to losses.
We create portfolios that should benefit from rising markets while limiting losses when markets fall. Our investment managers and advisers are among the most experienced and highly qualified, with many holding Chartered status.
We focus on reducing the risk of loss as much as driving investment growth.
We aim to give you the best possible returns with minimal level of risk.
Our strategies enable us operate for the long term, rather than short-term.
We create a range of strategic asset models that are optimised to generate the highest potential returns for a given level of risk. We then make tactical changes as opportunities or risks present themselves, based on our latest macroeconomic views.
Top-notch Service
Consistent Returns
Professional Support
I have worked with the team at Milton Invest for quite a few years now and in that time I have always found them friendly and professional. I highly recommend them.
I like the personal service that I receive, which is particularly important to me because of the sizeable portfolio that I have acquired through Milton Invest SA. It's been a wonderful.
Milton Invest is excellent to work with and make the investing process very easy, holding your hand all the way and delivering exactly what they promise.
Our aim is to grow our customers’ wealth and improve their world by investing with care.