Investments & Savings
Investing money today is a tricky business. Volatile markets cause uncertainty, erode confidence in decisions made and in some cases cause fear and inaction.
For these reasons, it is so important that you have a plan for your investments. This plan doesn’t start with the money, it starts with you. How you want to live your life, what that will require financially and where you are today on that journey to achieving your goals. That’s our consistent focus, not the noise from the markets or other factors that could distract you along the way.
Your plan has to be right for you and your appetite for risk. You need to understand how much risk you want to take with your money, with the aim of higher rewards. We’ll help you answer those difficult questions in relation to money such as:
- Are you comfortable taking risk?
- Do you have the financial capacity to take risk?
- Will you lie awake at night worrying about your portfolio?
We will help you understand your risk profile, and how this will impact your portfolio choices. We will then provide you with a suitable recommendation.
Whether you’re looking to invest money that’s earning nothing in the bank, or saving for your children’s future education costs or indeed simply looking to build an emergency fund, our process is the same. We want to understand you, your goals and your risk appetite. Only at that stage is it time for us to start thinking about the money and how it will help you achieve your goals.
MoneyButler will then work with you year after year, taking account of any changes in your life and your goals, and adjusting your portfolio until your goals are achieved. We stick to the plan.
If you would like to understand your investment goals and how to achieve them, please contact us. 091 470300.