Get an intuitive summary of your portfolio.
We analyse you portfolio's asset allocation to determine its risk positioning. Understanding the risk in your portfolio is crucial to ensuring that your investment strategy aligns with your personal risk profile, goals and lifestyle requirements.
Each investment vehicle (e.g. Retirement Annuities, Unit Trusts, etc.) has different tax implications and liquidity constraints. It is essential to structure your investments in the most tax-efficient manner and to ensure liquidity and ease of access to these accounts for your beneficiaries.
The risk profile of your investments should generate a particular range of returns. The chart below provides an example of a moderate risk portfolio, which can have a wide range of outcomes in the short term (e.g., ranging from below negative 10% to a return of potentially over 30% in one year). Normal expectations are illustrated in grey and extreme market events in dark blue. As time progresses, returns narrow to a higher long-term average.
It is important to establish if you are comfortable with your level of risk, or if any changes need to be made to your investment.
After completing the investment analysis, we will arrange a video meeting to collaboratively review your Financial Plan. This plan not only offers you financial visibility but also provides insights on structuring your investments in the most tax-efficient manner to maximize growth.
We review your current plan.
And establish how we can improve.
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