Why is money important?
Having money is the opportunity to become (and remain) financially independent throughout our lifetimes. The funds we have now, and the decisions we make with it, may be our best opportunity to achieve that outcome. Therefore, we should want to make careful, smart money decisions.
But we live in a complex, information filled world. Where do we start and how do we separate good information from the bad?
We have created a support system designed to give our clients a head start. These articles form part of that system. In them we have tried to simplify issues you face in making decisions about your financial future.
What do we want as investors?
We want solid returns with as little risk as possible. We want flexibility. And we don’t want to have any cause for worry; no hassles.
So, what do we do? We should seek to access qualified, expert advice. Then we would allow confidence to develop in that relationship. It is the partnership that is important. More so than you understanding the detailed investment process.
Why is that? Professionals are qualified. We have experience. We manage a significant amount of money on behalf of clients and for ourselves. We access sophisticated investment resources. We know our stuff so you don’t need to worry about it. We will implement your investments and other financial planning needs thoughtfully and with care. We will we work hard for you and seek to do everything we can to ensure that we not only meet your expectations but exceed them.
And we are independent advisers – we aren’t obligated to invest into particular investments.
We have a mission statement which says “ To be a business that places the needs of it’s clients first, is professional and timely in what it does and which adds considerable value in providing ideas for financial, business and lifestyle success). That is us.
We want to make one other point quite strongly. You, as an investor, are an individual. Our job is to ….
1. Understand your needs and investment comfort levels
2. Help you make informed decisions on what is best for your future
3. Whatever the decision is – implement it using the best resources available
The outcome may be fixed interest only. It may include some managed funds, or perhaps some direct investments. It may include NZ as well as international investments. There is no one size fits all in our world.
