Investment Planning

When we are giving Investment Advice to our clients we need to obtain the answers to the following questions:

What is the aim of the Investment?
Are you saving for retirement?
Are you looking to provide for your children's education?
Are you looking to provide for a potential future expense?

What time frame are you looking to invest for?
When will you need the money?

What amount of risk are you comfortable with?
Would you like a Guarantee?
Would you like a potential bonus every year?
Would you like to participate in the Stock Market?

How much are you looking to invest?
Is the amount a once off Lump Sum or will it be regular savings?

What percentage of your total savings are you willing to invest?
Once we have gathered all your answers we can then search the market to ensure that we provide you with the most suitable product for your specific needs.