As an independent financial adviser we choose from a number of different platforms for each individual client, depending on their needs. One of the platforms we use to manage investment portfolios is the Cofunds fund supermarket platform.
Cofunds offers a good combination of financial strength, range of accounts, products and funds, online functionality and access for our clients. Because of that we use Cofunds to manage client portfolios for some of our clients, but not all. This entirely depends on the needs of the client.
If you would like to use Cofunds as your own platform or already do, for example:
- If you already hold investments on Cofunds but would like a new adviser;
- If you wish to move your investments to Cofunds and need an adviser; or,
- If you wish to invest new money or open new accounts on Cofunds and need an adviser.
Cofunds Investment Portfolio Financial Adviser
Investor Profile is an independent financial adviser and wealth manager that uses the Cofunds fund supermarket to manage client assets.
We have a number of Cofunds investment portfolios with a wide range of values that we look after for our wealth management clients. As a Cofunds investment portfolio financial adviser (IFA) we are well versed in the workings of Cofunds as a company and investment platform provider.
Cofunds Financial Adviser
If you currently own a Cofunds investment portfolio that you would like to move to an alternative financial adviser we would be happy to help. We can discuss your requirements and create a working relationship to suit you. Although we are a Cofunds financial adviser we do also use a number of other platform so if your investments are held in various places we can certainly.