We believe that good conversations lead to quality decisions. We start by listening to you and getting to know your particular financial needs and goals.
Our conversations cover your family circumstances, your current financial position and your existing arrangements. People’s reasons for investing vary which is why it’s necessary to handle your money in a way that fits your unique investment goals and your personal circumstances.
Our conversations will enable us to assess properly and fully your tolerance of risk. Risk can mean different things, from market volatility to permanent loss of money. There are also risks associated with investor behaviour, ranging from lack of understanding to chasing yesterday’s winners and to paying excessive fees that can wipe out investment returns.
When it comes to investing money, we emphasise that the only goal that matters is yours.
Through ongoing meaningful conversations, we can present options designed to respond to your unique needs.