Investment Consulting
Proper management of your investments is likely to play a key role in achieving and maintaining your desired lifestyle. We define Investment Consulting as:
- Knowing your current personal and financial position
- Establishing your lifestyle, financial and investment goals, priorities & preferences (including attitude to investment risk)
- Analysing your current investments with reference to the above factors and our own academic-based investment principles
- Presenting you with our investment recommendations
- Implementing the recommendations
- Regular review & rebalancing