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RETIREBAY

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Discover what RETIRE BAY Offers
Quick Retirement Plan
Retirement Tips
Definitive Guide to Retirement Income
Discover what RETIRE BAY Offers



Quick Retirement Plan



Retirement Tips



Definitive Guide to Retirement Income



WHO WE ARE



In 1987, we started helping people take the first step into their financial
future. And while we acted as an intermediary for over 120,000 customers and
hundreds of millions of pounds worth of investment.

 We give you all the help and tools you need to help you shape your own
financial future. And if you need to talk, there is no frustrating automated
system.

WHY CHOOSE RETIREBAY




TRANSPARENT FEES

RetireBay use a simple and transparent fee structure that aligns our interests
with your interests. The competitive annual fee is based on the size of your
portfolio, without multiple product or model fees, as with many brokers and
banks.


RESULTS

RetireBay focuses on long-term results. You get a personalized portfolio
recommendation based on your investment goals and time horizon, and advice on
portfolio pickings that meet your financial goals.


REGULAR COMMUNICATION

As part of its core wealth management business, RetireBay is committed to
keeping customers informed of their investments. You will be kept up to date
with regular verbal communication and written market commentary.

OUR SERVICES


INDEPENDENCE

RetireBay is an investment manager, not a stockbroker or bank whose goal is to
avoid conflicts of interest by being completely independent of all other
institutions and holding no client assets.


GLOBAL INVESTING

RetireBay aims to maximize opportunities and manage risk through global
investment.  Global investment can help you seize the opportunities worldwide
that many miss.




FLEXIBLE INVESTMENT

Unlike some asset managers, banks and funds, which focus on narrow market
categories that can move up and down, RetireBay can adjust its investment
strategy according to its forward-looking assessment of market conditions.

HOW OUR PROCESS WORKS

Previous
4. Communications and Reporting
As a customer, you will be assigned a dedicated Investment Adviser who will be
responsible for informing you about your portfolio and why. It is important that
this person is a service person and does not sell you any products or services.
The sole responsibility of your investment advisor is to keep you informed about
the management of your portfolio.
1. Analyzing Your Needs
Successful long-term wealth management requires building a portfolio that fits
your unique financial situationand goals. RetireBay will take time to learn
about you and your investment objectives to help you build a portfolio that
increases the likelihood of achieving your goals.
2. Determining Your Goals and Asset Allocation
Your asset allocation - the mix of stocks, bonds, cash and other securities in
your portfolio is an integral part of the long-term return on your portfolio and
should be closely linked to your investment objectives.
3. Start Investing
Once you have decided to become a customer, the process of account creation and
transfer is quick and easy. An experienced representative from Fisher
Investments UK will guide you through.
4. Communications and Reporting
As a customer, you will be assigned a dedicated Investment Adviser who will be
responsible for informing you about your portfolio and why. It is important that
this person is a service person and does not sell you any products or services.
The sole responsibility of your investment advisor is to keep you informed about
the management of your portfolio.
1. Analyzing Your Needs
Successful long-term wealth management requires building a portfolio that fits
your unique financial situationand goals. RetireBay will take time to learn
about you and your investment objectives to help you build a portfolio that
increases the likelihood of achieving your goals.
2. Determining Your Goals and Asset Allocation
Your asset allocation - the mix of stocks, bonds, cash and other securities in
your portfolio is an integral part of the long-term return on your portfolio and
should be closely linked to your investment objectives.
3. Start Investing
Once you have decided to become a customer, the process of account creation and
transfer is quick and easy. An experienced representative from Fisher
Investments UK will guide you through.
4. Communications and Reporting
As a customer, you will be assigned a dedicated Investment Adviser who will be
responsible for informing you about your portfolio and why. It is important that
this person is a service person and does not sell you any products or services.
The sole responsibility of your investment advisor is to keep you informed about
the management of your portfolio.
Next

Investing in financial markets carries the risk of loss and there is no
guarantee that all or any capital invested will be repaid. Past performance
neither guarantees future performance nor does it give a reliable statement. The
value of the investments and the income from them will fluctuate with world
financial markets and international exchange rates.


RECOGNITION

MAKING INVESTMENT FOR BETTER LIFE

RetireBay has been named on The Financial Times’ FT300 list for the third
consecutive year: 2015 - 2018

In March 2017, RetireBay ranked # 213 in the Pensions and Investments / Towers
Watson list of the world's 500 largest money managers.

QUICK CONTACT

 * info@retirebay.com
 * AU: 610 Collins St, Melbourne VIC 3000
 * UK: 637 Commercial Rd, London E14 7HG

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