Investment Analysis and Planning

Whether you are a first time investor or someone looking to expand your portfolio, it is imperative you that you have a clear plan and investment strategy in place. The key ingredients of a successful investment plan require you to have a clear understanding of:

  • your tolerance for risk;
  • your time horizon and
  • how to assemble the right mix of assets to create a portfolio that helps you build your wealth.

Investment analysis is an essential component of successful investment management. Initially it involves assessing the past behaviours and performances of investments and investment managers to help you implement your investment plan. Ongoing you need to analyse and understand the impact of past decisions, taking into consideration successes as well as shortcomings in order to fine-tune your investment plan for the future. We can help you create and implement an investment plan and provide ongoing analysis of your results in order to maximise your potential to build wealth.

Recent Articles

Behavioural Finance – October 2014

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