Sit back, relax and our investment experts will do the work for you
Why with MeDirect?
Our team of financial advisors will assess your financial situation to make sure your investments help you achieve your goals.
We combine long-term expertise with modern research tools designed by Morningstar, to identify the optimal mix of securities that fit your financial needs.
Our tailored advisory portfolios are aligned with your investment preferences. You will have a dedicated relationship manager, but the ultimate decision will be yours.
About our advisory service
1. Understanding your goals
Our team of financial experts will take the time to understand your needs and risk tolerance to be able to guide you in reaching you financial goals.
2. Expert, up-to-date advice
We provide financial advice based on what is happening within the financial world. You can also track all your investments live through the MeDirect App.
3. Financial planning
The final decisions are always up to you, however, our team of professionals will provide guidance to ensure your investment targets are in line to meet your life goals.