THE RIGHT INVESTMENT
With so many options, how do you know which is the right investment for you?
We make it simple with a three step approach that will help us identify the right investment strategy for you.
Step1: Understand your goals for your money.
Everyone’s objectives are different so we start by finding out how long you want to invest for and exactly what you want to achieve with the money you have available for savings or investment.
Step2: Establish your attitude to risk for the money.
We will do this by asking you questions and from your answers we can tell how adventurous or cautious an approach you are likely to take with your money. We call this your attitude to risk. We’ll describe the kind of investor we think you are and check to make sure you agree.
Step3: Design a solution that meets your needs.
This will involve finding not only the right Platform wrapper or Product, but also the correct fund or funds from the available range that meet your attitude to risk and preferences you may have in terms of fund type. Our recommendation will also consider other existing investments, personal circumstances, age, income, tax situation and ability to recover from financial loss.