Goals-based investing
Clear, concise, detailed and written down Goals-based investing is an approach that aims to help people meet their personal and lifestyle goals, whatever they may be. If you do not know where you are going, how will you know when you get there? This is very true about financial goals. You need to set financial […]
Protecting wealth
Identifying your investment objectives is a lifelong process A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your […]
Review your needs and goals
Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and financial and lifestyle goals, and your appetite for risk is a good start.