Don't just chase your dreams
Choose to work with The Davies Moffat Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
26 July, 2022
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. Read more
21 July, 2022
In his mid-year update, Wayne Gillespie provides his perspectives on a tough period for investors as high inflation continues to weigh on global markets. Read more
14 July, 2022
In his Q2 update, Rana Chauhan, Counsel’s Chief Investment Strategist, says while its natural for investors to anxious about inflation, with Central Banks taking agg Read more
Listen to insights from our market specialists