Planning

When it comes to planning, we’ll take the time to sit down with you so we really understand your short, medium and long term goals, and get a snapshot of your current situation. Then we’ll work with you to bring these goals to life, while allowing you to enjoy today.

We’ll also talk to you about risk profiling.  Everyone is different, so it’s important that we match your appetite for risk and return with an appropriate investment portfolio.

This process will see everyone involved in the decision-making process complete a structured questionnaire.

The end result will be a portfolio that balances performance with risk at a level that’s comfortable for you.

We have researched many investment management solutions. We have chosen to work with investment management companies that have been researching and managing portfolios for many years. They have a proven track record for delivering results and managing risk. As part of our criteria, it’s important their offering takes the complexity and sophistication of investing and simplifies it for you.

Which is right for you? That depends on your situation and what you are trying to achieve. We’ll partner with you to achieve your goals.