Thinking about making an Investment?
We understand every investor is an individual with different needs and different objectives, be it wealth preservation, growth, extra income, or minimizing taxes. It is critical to discuss them in detail with a knowledgeable investment professional before you begin investing.
How you choose to invest a lump sum will depend on just how large the lump sum is, what income you have from other sources and just how much risk you are willing to take with your money. Those with small lump sums may find that simply selecting the most tax efficient and competitive deposit type account is most appropriate.
For those with larger sums the choice can be bewildering.
We will help you determine whether you need investments that produce income, growth, or a combination of both. Tax and Tax savings will be a focus of any stratergy.
We research and recommend the most reputable institutional investment Fund Managers whose investment philosophy and past performance meet the required standards to be included.
Benefits to the client:
Please use our links from this investment section to gather as much information and education as you wish. We often find that a client that has some basic knowledge of the investment subject matter they seek advice on gets more from there initial meetings, which are offered free of charge and without any obligation whatsoever.
• Past performance should not be seen as an indication of future performance.
• With some investments you are not certain to make a profit; you may make a loss. You may not get back the full amount invested. The income may not be fixed - it can go up or down.