What We Do

We're all about sound investment advice, of course! But you’ll walk away with a plan that also covers how to manage risk, how to structure your investments, how to keep tax to a minimum and how to create a legacy.

BIGGER PICTURE ADVICE

Our approach is to look at everything from investments to risk. All with your bigger picture in mind.

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PORTFOLIO SCIENCE

Our way of investing that’s based on Nobel Prize winning research, academic evidence and common sense.

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FINANCIAL EDUCATION

A tailored programme to help business owners, shareholders and executives eliminate financial worries.

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AWARD WINNING
PEOPLE

We achieve great things for our clients and that’s what matters most to us. But we’re proud to say our effort and different approach has won us external recognition too.

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OUR THOUGHTS

Keeping you posted with the latest and greatest

REFLECTING ON THE 2021 MARKETS AND WHAT IT MAY MEAN FOR 2022

We take a quick look back at what has happened in the recent past and how best to structure a portfolio today for the years ahead, given that we live and invest...

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NEW FACES: GROWING OUR TALENTED TEAM

Over the past year we’ve been building the Cooper Parry Wealth team. Bringing in new people to support our growth and more importantly support our...

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Financial New Year's Resolutions

Being on top of your personal financial situation is about an all-encompassing feeling of stability, enabling you to tackle whatever comes your way. Here are...

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