Investments
Investment Opportunties
There has never been such choice and opportunity available to investors in terms of plan types, risk levels and fund choices.
We identify strategies to help your money compound and grow over time. Building your future starts today.
Investments
How long should I invest for?
The typical advised minimum holding period on any investment is 7 years. The longer you are willing to invest for, the greater the potential for positive growth of your investment. This can be ideal for child/educational savings plans which may not need to be accessed until a later date.
Investments
Key considerations
The key considerations when creating a savings investment strategy are:
Creating a suitable and adequate emergency fund for non-investment.
Timescale, how long would you like to invest your money for?
Risk, how risk tolerant are you? We establish this through a risk analysis.
Investments
Some key features of Investments are:
Potential for your money to outperform bank deposit rates.
Wide range of investment options and asset classes.
Targeting your future educational plans or other goals.
Investments
An Investment Savings plan may suit you if:
You are willing to hold your investment for a minimum of 7 years .
You have a sufficient accessible emergency fund set aside.
You are comfortable in taking some risk in pursuit of returns.
We offer a comprehensive suite of services to cater to various aspects of a client’s needs.
