Wealth Creation | Investment Management
Investment planning, and wealth management is the process of identifying appropriate and tax-effective investment solutions as determined by a client’s financial objectives, and the measure of risk the client is prepared to take in order to achieve those objectives.
Investment planning seeks to accomplish two equally important goals that naturally conflict with each other. The first goal is to maximise returns on investments. The second is most often to minimize risk while achieving the first. Effective investment planning balances these two goals in all areas of investment management, so that the investor can achieve the desired outcome. The diagram below depicts a well-balanced investment approach.
Broadly speaking, every investor, when sitting down with an Investment Advisor seeks to achieve a combination of the following objectives:
* Wealth Creation
* Wealth Protection
* Income Generation
Because these objectives are usually not compatible, an investment planning exercise with a qualified investment advisor will often involve reaching the best compromise or balance. To find out more about the Investment Planning process, and the steps involved, complete the Contact Advisor form to the right and a Qualified Investment Advisor will contact you to discuss your requirements, and schedule a meeting to start creating your wealth.
Investment Management
In today’s regulated environment there are many things you need to consider. Financial Planning is a process, not a single step. It’s about structuring and re-arranging your financial affairs, and resources, to meet the goals that you have set. Life is all about goals. Investment planning allows you to reach these goals, and put in place real, achievable steps to meet them on time.
Financial planning allows you to understand how each financial decision you make has an effect on other areas of your finances. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can adapt more easily to life changes and feel secure that your goals are on track with professional investment management.
Sound investment advice and investment planning guarantees a diverse investment portfolio that generates excellent financial returns over time.
