With stock markets volatile and interest rates at an all-time low, investing money to make a real return is not easy. We will review existing arrangements, taking into account performance, charges, tax efficiency, and your goals, and then offer our advice to make your money work harder for you. We offer a range of investment options to suit all types of investors, from those who want to take no risk with their capital whatsoever, to the more adventurous investor, who is prepared to take more risk.
At Wealth Connected Financial Solutions we do not believe in “one size fits all approach”. Our solutions are tailored for each individual and we appreciate there are simply no two strategies that are the same, and that everyone’s journey is different. We work with our clients in understanding their financial situation and needs and then provide them with the right solution. There are a range of strategies available to help you get the most from your investments.
Firstly, it is very important to understand your investment goals and the timeframe. If your goal is to buy a house in 2 years your investment choice could be a lot different from those if you were saving for your retirement in 20 years.
It is also very important to understand other aspects of investing i.e. diversification, dollar cost averaging, tax implications, risk tolerance etc.
A Wealth Connected Financial Adviser can
• Advice on investing for a particular goal i.e. saving for child’s education, saving for retirement etc.
• Advice on tax effective investment strategies
• Design an investment portfolio based on your needs
• Advice on different investment vehicles i.e. Managed Funds, Insurance bonds, Shares, Annuity etc.
“You only have to do a very few things right in your life so long as you don’t do too many things wrong.” Warren Buffett