Investments

Investing your money over the long-term may help you achieve your savings & investment goals such as early retirement or clearing your mortgage

Investment made easy

You can invest a lump sum if you have it or smaller regular amounts as you go along. The value of your investment has the opportunity to achieve significant growth and generate a higher return for you in the long-term. (Be aware that investment funds can fall as well as rise)

We will analyse your risk profile?

Before Investing we will need to clarify what type of risk profile best suits your current situation and long term goals.

Like most things in life, no investment is without risk. However, you’ll have your own ideas about the risk you’re comfortable taking. It’s not just about how much risk you’re prepared to take, often known as ‘attitude to risk’. It’s about recognising how much you can afford to lose, usually referred to as ‘capacity for loss’. After all, you might be willing to take big risks, but would losing money leave you in financial difficulty? It’s important that you understand your capacity for loss and are comfortable with it before your Financial Broker can help you choose investments that match your circumstances.