Wealth Accumulation
If you do not invest, you run the risk of working into later life.
Types of Investment Solutions
Most people invest, whether they realise it or not. Anyone with a workplace or private pension is invested in the markets, and anyone with a cash-value life insurance policy. Investing is essential for growing wealth.
Finanical Planning
The first step in any investment strategy is to know why you are investing, over what time horizon, and what returns you need to achieve your goals. Financial planning focuses on your goals and values first, then decides if an investment is needed to get you to where you want to be.
Pensions
A common reason to invest is to save for retirement. Our advisers will help you paint a picture of what your retirement might look like, how much it will cost, and what you need to put aside to reach it. Having a pension pot is essential for expats who no longer receive such arrangements through their employers.
Lump Sums
We can help you put your lump sum to work, whether it be from an inheritance, a business sale, a property sale, or accumulated savings. We will first determine what goals you want the money to fund, then work backwards to determine the ideal rate of return and thus the portfolio allocation.
Portfolio
Management
We will build your portfolio in line with your goals, values, risk tolerance and personal considerations. We determine an asset allocation in line with our internal investment philosophy but catered to your personal requirements, be they ethical, religious, risk-related, or other.
Retirement Planning
Taking income in retirement doesn't have to mean you stop accumulating wealth! Effective retirement planning will segment your wealth in such a way that your life savings are protected but still have the chance to beat inflation.
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It is highly recommended you seek advice regarding retirement income planning if this is appropriate to you.