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Advice that fits your life

Savings & investment advice.

Your financial goals are unique, and your investment strategy should be too. We help you create a well-structured, diversified portfolio that reflects your objectives, risk tolerance, and timeline.
Our services
About us

HERE FOR THE DECISIONS THAT COUNT

Why it matters.

Your future deserves a plan

Investment isn’t a one-off event, it’s a long-term journey. With ongoing support and regular reviews, we ensure your portfolio stays aligned with your life and the market.

A changing world needs flexible solutions

Markets shift. So do personal goals. We help you stay ahead with an investment approach designed to adapt over time.

YOUR GOALS. OUR EXPERTISE.

What we help with.

Tailored Portfolio Design
We create investment portfolios based on your risk appetite, goals, and financial priorities – always built with care and oversight.

Ongoing Reviews & Adjustments
Regular check-ins ensure your plan stays on track. As your life or the markets evolve, so does your strategy.

Expert, Independent Advice
As an independent advisory firm, we’re not tied to any provider. That means truly unbiased recommendations and access to a broad range of funds and investment solutions.

 

Led by expertise, guided by insight

How we invest.

Our in-house Investment Committee monitors global markets daily – making informed decisions on asset allocation, sector positioning, and economic trends.

Our goal is simple: better outcomes for you.

EXPERT ADVICE. PERSONAL SUPPORT.

Our approach.

We start with your goals

We take time to understand what matters most to you – whether it’s growing your wealth, planning for retirement, or supporting future generations. Every recommendation begins with your personal objectives.

Independent thinking, focused on you

As an independent firm, we’re free to select from a wide range of investment solutions. That means our advice is based solely on what we believe will serve your best interests.

Built to evolve with you

Your financial journey isn’t static – and neither is our advice. Through regular reviews and ongoing dialogue, we adjust your investment plan to stay aligned with your life and the wider market.

EXPERT ADVICE. PERSONAL SUPPORT.

Our approach.

We start with your goals

We take time to understand what matters most to you – whether it’s growing your wealth, planning for retirement, or supporting future generations. Every recommendation begins with your personal objectives.

Independent thinking, focused on you

As an independent firm, we’re free to select from a wide range of investment solutions. That means our advice is based solely on what we believe will serve your best interests.

Built to evolve with you

Your financial journey isn’t static – and neither is our advice. Through regular reviews and ongoing dialogue, we adjust your investment plan to stay aligned with your life and the wider market.

We start with your goals

We take time to understand what matters most to you – whether it’s growing your wealth, planning for retirement, or supporting future generations. Every recommendation begins with your personal objectives.

Independent thinking, focused on you

As an independent firm, we’re free to select from a wide range of investment solutions. That means our advice is based solely on what we believe will serve your best interests.

Built to evolve with you

Your financial journey isn’t static – and neither is our advice. Through regular reviews and ongoing dialogue, we adjust your investment plan to stay aligned with your life and the wider market.

Your Goals. Our Expertise.

What makes our advice different?

We’re independent by choice
Unlike restricted advisers, we offer advice free from provider influence. This opens up more opportunities for diversification and better long-term performance.

We provide more than just algorithms
While ‘robo-advice’ may offer basic options, we offer real, personalised advice – backed by experience, research, and human insight.

You stay in control, without the pressure
Day-to-day investment decisions can be taken off your shoulders, while keeping you informed and involved.

Invest with purpose. Plan with clarity. Grow with confidence.

Ready to talk about how your savings and investments can work harder for you? Key benefits:

  • Portfolios tailored to your risk level and goals
  • Independent, whole-of-market advice
  • Regular performance reviews and rebalancing
  • Access to a wide range of investment solutions
  • Personal support from a qualified financial adviser
Contact us to get started
  • Case study
Keeping a financial plan on track through life’s changes.
Andrew Ball
Guided by Andrew Ball, Chartered Financial Planner

Invest with purpose. Plan with clarity. Grow with confidence.

Ready to talk about how your savings and investments can work harder for you? Key benefits:

  • Portfolios tailored to your risk level and goals
  • Independent, whole-of-market advice
  • Regular performance reviews and rebalancing
  • Access to a wide range of investment solutions
  • Personal support from a qualified financial adviser
“I’ve dealt with Fogwill and Jones for more than 20 years and although I consider myself small fry as an investor, they take me as seriously as any multi-millionaire client, and go to great lengths to advise and help.”

Sarah

Step 1

Get in touch for a free consultation with one of our advisers. No commitments at this stage.

Step 2

We’ll share some initial thoughts and suggestions. You decide if you’d like to go ahead.

Step 3

Become a client and receive tailored, ongoing financial advice that grows with you.
Book a consultation
Have a question?

READY TO TALK?

Get in touch.

Speak to our friendly team for expert advice, tailored to your goals.

Have a Question?

Get in touch.

Speak to our friendly team for expert advice, tailored to your goals.