At KO Financial when it comes to investment advice we don’t believe in making it complicated. With no ties to major institutions or banks, we are firmly in your corner.
Everyone is different. We all have different careers, different aspirations, different hopes and dreams for the future. So when it comes to investing for that future, one size cannot fit all.
You need an investment plan that’s specifically designed around you and your current circumstances and future goals. We’ll do that.
Whether you’re saving for a rainy day, children’s education or you have a lump sum to invest, we’ll listen to you and then explain your choices in plain English. We help guide you in choosing investments suitable for you, designed to meet your goals. We identify world-class investment managers across a range of assets including equities, bonds, sustainable and ethical investments, alternative investments, private equity and property.