After meeting with you and completing a thorough assessment of your situation, we are then able to develop a personalised investment portfolio. Though your original situation, goals and risk profile inform the initial broad asset allocation of your portfolio, we consistently conduct performance reviews in order to ensure we advise the most effective strategies to service your current situation and goals and that our advice is relevant.
Our priorities include:
- Minimising the cost of investing
- Preserving capital
- Allocating investments to the most effective funds for your circumstances
- Tailoring your investments to your risk profile and minimising risk wherever possible
- Consistently reviewing results and your circumstances and amending our advice where applicable
In line with the contemporary environment of constant change, we at Capital Focused, offer a holistic approach to managing your financial affairs. Please call us now to find out how we can assist you to reach your financial goals.
This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.