Determining whether or not you need advice
If you are not sure whether you need advice when choosing appropriate investments, consider the two client profiles below.
Client A
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"I have arranged my own investments before and understand the tax implications of each. I am confident of researching a range of funds and selecting either one fund or more that will provide a level of risk that I am comfortable with. I understand that funds are influenced by inflation, interest rates and the economy and as a consequence, fluctuate in value; more so, the higher risk funds I hold. I intend to review my portfolio regularly by checking my investments online and will make switches where appropriate." |
This client is best suited to our Non-Advisory services. Click on the link to see what benefits we offer for our Non-Advisory clients.
Client B
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"In the past I have used a Financial Adviser to arrange my investments. I know that each of the different type of investment may affect my own tax position, but I am not sure exactly how. I do not feel confident picking my own funds. I would not be comfortable being left with the responsibility of ensuring my funds continue to perform as expected. I would feel happier receiving a helping hand and having someone explain things to me." |
This client is best suited to our Advisory services. Click on the link to see what services we offer for our Advisory Clients.