Investing can help you achieve your best possible financial future...
It can mean additional incomes to meet your living expenses needs, beating the inflation to maintain purchasing power, reduced investment risks by ‘not keeping all your eggs in one basket’, or grow your wealth by investing into growth assets.
Investing is about matching different investment assets to your goals, personal circumstances and appetite for risk.
When it comes to financial advice, we provide you with personalised recommendations on investments that take into account your personal circumstances.
We follow our financial planning process to prepare our recommendation which included:
- Outline your financial position and needs,
- Set out your financial goals and objectives
- Explain the strategy to achieve your financial goals,
- Discuss both investment and personal risks and provide options to address them,
- Recommend suitable investments to manage your money,
- Show how each investment will help you achieve your goals,
- Clearly set out all costs outlining fees and benefits we will receive.
Some of the investment options we provide include:
- SMA (Separately Managed Accounts)
- Listed Property Trust
- Fixed Interest, bond and cash
- Managed Funds
- Direct shares
- Gearing Strategies
