You may be considering a new investment or wondering if your existing portfolio is working for you. Investment is crucial to all parts of your financial plan, either for short term “emergency funding”, a medium term savings plan for your children’s education, or a long term strategy for pension planning.
Bellwether have the expertise necessary to identify, devise and implement an investment strategy that meets your goals.
During our service, we will consider a number of factors and how they impact on your specific circumstances before making an appropriate investment recommendation:
- Your overall financial plan and circumstances
- The existing investments that you have in place
- The term and purpose of the investment
- Your investment knowledge and experience
- The amount of risk you are comfortable taking
- Whether access to funds is required
- Which tax treatment is most appropriate to you
