The Investment Planning and Management Process
Step 1 – Establishing Investment Goals and Objectives…. What you want to achieve from your Investment and what are your target returns.
Step 2 – Determining Risk Tolerance and Appropriate Asset Allocation…. We will evaluate what level of risk tolerance you have; this will determine how we spread your investment amongst varying asset classes.
Step 3 – Creating the Investment Portfolio….Once above information has been analysed, we will develop the investment portfolio, specific to you. You will have a clear understanding of what assets you are invested in and what you can expect from your investment.
Step 4 – Monitoring and Reporting….We provide the assurance of consistent monitoring of the investment plan and annual reporting, through personalised meetings.