Holmes Investment Management

Your plan, your future

Life is full of transitional moments. For some, that’s the sale of a business or the first steps into retirement. For others, it’s preparing for the next generation or processing a loss. In the lead-up, these moments can feel big and daunting but it’s important to know when to take a step back and simplify your perspective.

At Holmes Investment Management, that’s our expertise: helping you navigate these milestone moments by simplifying the decisions surrounding them. We get to know you and the way you see your world. We learn what motivates you – your priorities, values, and goals – and translate that into a comprehensive wealth plan.

Drawing from 32 years of capital markets experience and a background in institutional investing, we’ve developed a unique approach to goal-oriented portfolios and structured products. It gives us the ability to help you continue to build wealth in retirement while protecting your legacy. We’re transparent and committed to your best interests, always striving to be the first person you call when you have a decision to make – no question is too small or trivial.

We’re Holmes Investment Management: your plan, your future.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

8 April 2024
Dividend disruption
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25 March 2024
Has anyone seen my IPO?
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Investor Strategy

April 2024
The importance of asking ‘why’?
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