At Allfinanz we'll help you work out what sort of investor you are, whether you want to take the risk to get higher returns, or whether you're more comfortable taking a steady as she goes approach.
We'll take the time to understand your overall situation and goals. Then we'll recommend a plan that's right for you.
We have access to a wide range of investment options. Whether you are a sophisticated investor who wants to be actively involved, or someone who just wants to "set and forget", we can tailor the best type of investment for your situation.
You want to know that you are dealing with an experienced adviser, someone who has been involved in the markets in good times and bad. Someone who is qualified to give advice, and who you feel comfortable with and can trust. Meet with our investment expert and then decide for yourself. Our investment expert is there to:
- Understand your objectives and risk tolerance.
- Recommend a suitable investment vehicle.
- Recommend a suitable asset allocation.
- Facilitate the “re-balancing” of your portfolio on a regular basis.
- Provide ongoing performance reporting and communications.
- Help with retirement projections if you want them.