Fulcrum

Built with you in mind

Fulcrum is for ambitious investors seeking clarity

If you’re frustrated with inconsistent returns or unclear advice, Fulcrum gives you a sharper, more strategic way to invest with confidence.

Start assessment

Fulcrum assesses four key areas

Investment goals

Clarifies your objective—income, preservation, or growth—and aligns your strategy with long-term priorities.

Risk tolerance

Assesses your comfort with volatility to ensure your portfolio matches your real risk capacity.

Liquidity needs

Determines how soon you’ll need access to funds, shaping your portfolio to support your cash flow.

Ethical preferences

Respects your values by filtering out investments that don’t align with your ethical or social priorities.

What’s your investment personality?

Fulcrum analyses your goals, behaviours, and preferences to reveal your unique investment profile.

Conservative

You’re focused on capital preservation and minimal risk. You prefer security over uncertainty. As a Conservative investor you prioritise stability, liquidity, and consistent returns over market excitement.

Balanced

You’re comfortable with higher risks for steady growth. You prefer a balance between capital growth and preservation. As a Balanced investor you seek moderate returns from a blend of income and growth assets.

Growth

You’re willing to endure short-term volatility for long-term rewards. As a Growth investor you pursue high-growth opportunities and conviction-driven strategies to maximise wealth creation.

What Fulcrum delivers

Personalised strategy

Matches your portfolio to your actual goals, risk appetite, and liquidity needs—so every decision reflects your financial reality, not a generic model.

Clearer risk understanding

Reveals how much risk you’re truly comfortable with, helping you avoid panic decisions and stay aligned with your emotional and financial tolerance.

Smarter allocation

Informs how your funds should be distributed across asset classes, optimising for stability, performance, and liquidity.

Confident decisions

Removes guesswork by translating complex behaviours into clear guidance—helping you make faster, better-aligned investment choices.

Built for change

Adapts as your goals evolve, keeping your strategy relevant whether your income needs, time horizon, or risk profile shifts over time.

Ethical fit

Considers your values and sector preferences, helping you invest in line with your beliefs without compromising on financial opportunity.

Take the next step

Start your Fulcrum assessment to discover your investor profile and build a strategy that aligns with your goals, risk appetite, and liquidity needs.