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Our Services

Comprehensive Investment Services

What We Offer

We are honored to serve a distinguished client base comprised of individual investors, entrepreneurs and multi-generational families. Our clients and their needs vary from one to next, as such, our services have been developed to accommodate the dynamic preferences required during the various stages of the life cycle.

Whether you are a sophisticated investor looking for a dedicated advisory service, or a young professional just starting out, our seasoned professionals will work closely with you to develop a custom strategy that seeks to realize your investment objectives.

Investment Management Services

Investment Management

Tailored investment management services under a discretionary mandate or dedicated advisory solution.

Financial Planning Services

Financial Planning

Helping you to plan financially for the future whilst considering your present day requirements.

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Trust and Tax

Addressing you estate and tax concerns - both critical aspects of a comprehensive wealth solution.

You and your investment needs

Our investment approach

As an independent provider of investment solutions the success of our firm is heavily correlated with the success of our clients. We believe that investor preferences are beginning to demand a closer attention to their unique circumstance as they seek outcomes more relevant to their predefined investment expectations.

Contact Wildex Investment

For more information on the services we offer, and how we can help you to manage your financial responsibilities, contact us to speak with a qualified adviser today.

Contact Us