Planning: this is the crux of achieving your financial optimum. With our guidance this will become effortless; empowering you to plan for your retirement, education plan or lump sum; our methodology is organised in such a way to gather pace at the right time thus reaping the maximum monetary benefits.
Investing: a lot of people come to us without any knowledge of ‘how’ and ‘where’ to invest and this is something we are always able to adapt to. Regardless of your experience, we will coach you to understand the markets whilst remaining fully focused on the long-term goals.
Review: each quarter we will sit down and review all of your plans and take an holistic view of your whole portfolio, including every aspect of total investments.
Strategy: personally, it is paramount that everyone we take on has a main, strategic aim in regard to investments; be it long or short-term, we only work with clients who are serious about saving money alongside planning for their, and their family’s future.
Independent: this is just one of the ways we are unique, what’s more, we work for a company that is independent, allowing access to all of the major banks and institutions; this is crucial and allows us to make sure we give all of my clients a Prioritised and tailor-made solution. Objective: the priority is to establish a mutually agreed target, hence, each time we sit with new or existing clients it is to confirm an objective and how we will achieve it.
Tax Efficiency: we all work in a Tax-Free environment therefore we’d prefer to preserve what we have and not pay tax on any current assets. What we seek to do is make every product, for all of my clients: tax efficient and profitable.
Security: something that is often taken for granted is the security of money in banks, so it is one of our jobs to make sure that not only it is secure in the investment banks, but also in any funds and stocks held.