investments
“A good portfolio is more than a long list of stocks and bonds. It is a balanced whole.” - Harry Markowitz
Winner of the Nobel Prize in Economics.
- After working with thousands of clients, we found that most of them do not know what level of risks they are taking with their investments, how to measure those risks or where they come from and tend to over-react when the market goes down. Some let emotions get in the way by running away when things go bad and stay away for too long and “miss the boat” then the inevitable market recovery comes along.
- We can help you to determine your tolerance to risk and how that relates to particular investments. We also take into account your individual investment objectives, financial situation or any particular needs such as your need to access funds, any pre-existing financial commitments you may have and what other financial assets that you own before putting you on a tailored plan to investment success and help coach you to look towards tomorrow. Areas where we can assist you include:
- Portfolio construction
- Investment strategy
- Tax effective investing
- Gearing (borrow to invest)
- Asset protection