Investing a lump sum
Are you looking for…
It can be confusing knowing where to invest your money, especially if you’ve not had many dealings with investments in the past. You need a financial planner who will sit down and do the legwork for you while explaining what’s happening along the way.
You can come to us safely in the knowledge that we’ll put you first. We’ll learn about you, your goals and your circumstances, then devise a plan. You’ll feel reassured that your money is working away while you can sit back and relax.
Outlining your life goals
We embrace holistic financial planning and look at the bigger picture by focusing on long-term goals as well as short term. It’s how we determine your priorities and create a realistic plan.
Keeping an eye on legislation
Laws and tax implications can change in the blink of an eye. You needn’t worry as we’ll always keep on top of things and change your plans if necessary.
Prioritising your goals
It’s not as simple as just investing your money. We’ll help answer questions like: When do you want to retire? What lifestyle do you hope for? How would you like the money invested?
Creating long-term security
We’ll help you make the most of your lump sum by preparing ahead for life’s big milestones such as your children’s education, retirement and also for those unexpected moments.
Diversifying your portfolios
By building a diverse portfolio tailored to your goals, we can provide the potential for long-term and short-term growth, so your eggs aren’t all in one basket. We’ll find the perfect balance.
Ongoing care and attention
We’ll conduct regular reviews with you to see you through retirement. We’ll enjoy your milestones with you even after we have implemented your plan.
What we can do
We help you to understand your finances and develop a solid strategy to enable you to achieve your goals. We care about seeing you through each stage of your life, no matter how complex it is.