Savings and Investments

Investment is crucial to all parts of your financial plan be it in deciding an appropriate approach to short term “emergency funding”, a medium term savings plan for your children’s education or a long term strategy for your pension planning.

Bellwether’s investment service offers the expertise that is required in identifying, devising and implementing an investment strategy and solution that reflects your goals for each investment requirement.

Investment Considerations

There are a number of factors we consider 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 your circumstance