OUR EXPERTISE: Investment Services

Progeny Wealth’s investment services draw upon our experience and extensive knowledge of the investment market and relevant legislation.

This is underpinned by a clear understanding of your objectives. Whether your focus is capital growth or preservation, or income generation, we can build and adapt the right investment solution to meet your requirements.

Our expertise centres on creating a risk rated and diversified solution for our clients. The investment process is disciplined. Our Centralised Investment Proposition ensures that our recommended solutions are regularly monitored and appraised against stringent criteria and standards.

With truly independent access to an extensive range of investment tax wrappers, we can employ our experience and technical expertise to recommend and implement the most suitable solution for your financial situation.