Financial advice; Financial advice relating to taxation; Financial advice relating to wills; Income tax financial advice; Corporate funds management; Administration of insurance portfolios; Financial portfolio management; Investment portfolio management services; Monitoring of financial portfolios; Portfolio counselling services; Portfolio investment management; Portfolio management; Property portfolio management; Share portfolio management; Valuation of portfolios of securities; Administration of investment funds; Administration of mutual funds; Administration of pension funds; Advancement of funds; Advisory services relating to mutual funds; Consultancy in establishing employee benefit funds; Insurance services relating to pension funds; Investing of funds; Investment management of funds; Investment of funds; Management of funds; Management of pension funds; Monitoring of investment funds; Monitoring of pension funds; Mutual funds; Pension and retirement and superannuation plans and funds; Placement of funds; Provision of funds; Provision of mortgage funds; Securing of funds