Our investment advice services go beyond the numbers – we're here to make your money work for you in a way that aligns with your unique aspirations and appetite for risk.

Your financial journey, your way

Discover the art of personalised investment planning tailored to your specific goals. Whether you're focussed on wealth accumulation out or retirement planning, our team of independent financial planners at Chester Rose is committed to understanding your journey and crafting an investment strategy that reflects your dreams and ambitions.

Unveiling your investment risk appetite

We know that everyone has a different comfort level when it comes to risk. That's why our friendly advisors take the time to get to know you and your unique investment risk appetite. Whether you’re a high-risk taker or prefer a more conservative approach, we'll create an investment plan that feels just right for you.

Diverse investment options

Dive into a world of investment possibilities! At Chester Rose, we offer a range of diverse investment options to suit your preferences and goals. From stocks and bonds to real estate, our experts will guide you through the choices, helping you build a portfolio that aligns with your vision for the future.

ESG investments

At Chester Rose, we know it’s important that your investments align to your ethics and personal values. Our independent financial planners are experienced in ESG Investing (also known as ‘socially responsible investing’ or ‘sustainable investing’) which prioritises environmental, social, and governance (ESG) factors or outcomes and considers how companies score against these metrics.

• Environmental criteria: considers a companies impact on the environment, including its carbon footprint, resource usage, and commitment to sustainability practices.
• Social criteria: assess a company's relationships with stakeholders, employees, and communities, focusing on diversity and inclusion, labour practices, human rights, and community engagement.
• Governance criteria: examines the structure and effectiveness of a company's leadership, board composition, executive compensation, transparency, and adherence to ethical business practices.

Navigating market changes together

The financial landscape is always evolving, and we're here to navigate it with you. Our experienced team keeps a watchful eye on market trends and adjusts your investment strategy as needed. Rest easy knowing that we're committed to keeping your portfolio in sync with your goals, no matter what twists and turns the market takes.

Your success, our priority

At Chester Rose, your financial success is our top priority. We're not just about managing investments; we're about building lasting relationships. Trust us to be your partner in financial growth, offering friendly advice, transparent communication, and a commitment to your prosperity.