Guide to Investment Planning
What does the future look like for your wealth?
Money, of course, plays an important role in our lives. While it’s not everything, it can help you achieve your goals and gives you greater choices and freedoms. That’s why it’s important to increase our financial intelligence to learn how to build greater wealth.
In this Guide to Investment Planning, we consider the process of organising investments as a whole and explore the key principles and techniques behind effective portfolio construction, so that you have the best chance of constructing a portfolio that meets your investment objectives.
As an individual, you are entirely different from everyone else around you, and hence you must create your own unique investment approach.
But, as all investments carry some degree of risk, we recommend you always seek professional advice to build the best strategy to achieve your long- or short-term goals.
In this Guide to Investment Planning, we consider the process of organising investments as a whole and explore the key principles and techniques behind effective portfolio construction, so that you have the best chance of constructing a portfolio that meets your investment objectives.
Contents
- What are your investment options?
Helping you reach your long-term financial goals - Portfolio diversification
Spreading your money between different kinds of investments - Appetite for risk
Striking the right balance is important to avoid losses - Choosing investments
What you need to know to become a more confident investor - Investment funds
Expanding your investment opportunities - What investment approach is right for you?
Your decision can have a big impact on your returns - Pooled investment schemes
Investing in one or more asset classes - Open-ended investment funds
Acting in the investors’ best interests at all times
- Open-ended investment companies
Expanding and contracting in response to demand - Unit trusts
Participating in a wider range of investments - Investment trusts
Reflecting popularity in the market - Investment bonds
A range of funds for the medium to long term - Individual Savings Accounts
Tax-efficient investment wrapper holding a range of investments - Offshore bonds
Utilising tax deferral benefits to minimise tax liabilities - Investing for income
Safeguarding your money at a time of low interest rates - Socially responsible investing
Not sacrificing your life principles in exchange for chasing the best financial returns
Is it time to discuss your requirements or review your current portfolio?
It’s important to evaluate and adjust your investment strategy regularly. The products you use and the percentage of your portfolio they comprise will change over time as a result of market conditions, investment performance and other factors. We provide the professional advice and ongoing service needed to help you achieve your financial goals and keep your investments on track. To discuss your requirements or to review your current portfolio, please call us or use the contact form by clicking here – we look forward to hearing from you.
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