Investment Planning

Investment planning is the process of achieving strong investment results through the proper allocation of funds, taking in to account the investors return objectives, time horizon and tolerance for risk.

How to start an investment plan

Speak to a financial advisor who will gather information on your current situation and advise on the steps that need to be taken to get your investment started.

What investment products will suit you

We only provide solutions that are FSB approved and depending on your needs there are a number of solutions that can achieve the same goal of investment performance which may include Retirement Annuities, Endowments, Unit Trusts etc.

Where your funds will be invested

Your financial advisor may advise you to invest in either equities, property, bonds or the money market depending on your goals and appetite for risk.