Planning your investments

Finding the right balance of investments to manage, preserve and grow your financial assets in an ever-changing investment landscape requires careful thought and planning.

Clients often come to us having built up numerous investments and funds over many years, but might not have considered whether they’re over-exposed in some asset classes or under-represented in others.

A sound investment strategy usually involves having a portfolio of long-term investments across a range of asset classes while ensuring you’re comfortable with the balance between risk and reward. It should also take into account your family’s future financial needs, such as school or university fees, and the tax due.

Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

Our 6-stage Process to Personal Financial Planning

We use a 6-stage process for our Personal Financial Planning services. To understand what’s involved at each stage, take a look at our podcast series opening up each step of the financial planning process.

Stage One

We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals. (Cassandra observes strict confidentiality in the handling of your data)

Stage Two

We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities

Stage Three

We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead

Stage Four

We create a clear plan to help you achieve your aspirations and goals.

Stage Five

We’ll put your personalized plan into action.

Stage Six

We’ll then make sure to track your progress and to consistently monitor and review. We'll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.

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