Translation: Make my savings grow!
You have stuck to your budget and you now have a savings account to be proud of. You might have some ideas on what you would like to do with this money in a few years time or maybe, you have no specific plans other than to tuck it away for a rainy day.
Perhaps you already have a significant investment portfolio, but you are wondering if it could somehow be managed differently in order to improve your current returns.
Regardless of your level of investment expertise, the one thing you are sure about is that you want your money to grow faster than if it was stashed in your mattress!
As your Financial Advisor, I can provide you with the advice you need in order to make these important investment decisions and answer that nagging question – “How much is enough?”… be it for retirement, children’s education or some other specific financial target.
By getting to know you as an individual and understanding your life goals, I can help you establish achievable financial milestones and develop a personalized investment strategy that is designed to achieve the best possible return for the amount of risk that’s appropriate for you.
Not only will I ensure that your investment strategy is structured in such a way that you clearly understand the process, but I will also provide you with a written Investment Policy Statement that will detail exactly how your money will be managed.