Welcome to WP INVEST

WP Invest is a boutique investment consultant that was formed in 2004, offering investment portfolio strategy advice and management, or high level advice, to a broad range of investment pools, including trustee board controlled groups and individuals.

WP Invest provides advice for single sector and multi-sector investment portfolios, including asset allocation and asset selection. Our guiding principle for portfolio strategy is to aim to achieve reasonable returns over the medium term, while considering the balance between risk and return.