Once you have created a , an important part of the process is the financial management of your accumulated assets as they grow. The Investment Management service enables us to service your investment portfolios so that they do not become too risky over time or under perform.
We first establish the risks you are prepared to take and then build an investment portfolio to maximise returns while managing the risks. If you have a comprehensive investment management plan you will know what returns you need to make in order to achieve your goals; it may be that you can reduce your exposure to risk whilst still remain on track to achieve your desired lifestyle.
We prepare a report on your investment portfolio at regular intervals agreed with you. This shows how the investment funds have performed and makes recommendations to rebalance the risk and switch funds where appropriate. We also provide you with a user friendly quarterly valuation of your portfolio so you always know how your investments are performing.
Our philosophy is to enable you to have the maximum access to investment funds so that you can choose from among the best in each sector.
The ultimate aim of Investment Management is to maximise your investment returns over time, while taking as little risk necessary to meet your goals.