Personal Investment Management

Personal Investment Management: How You Benefit from Expert Help

Investment management is one of the most important aspects of wealth growth. Different people have different financial goals, and managing these investments to match those goals can be difficult. This article discusses what it entails and how it can be managed in a way that is best for you or your business.

What is Investment Management?

It is the process whereby financial planners select and manage financial assets to meet the return on income goals of the investor. The service entails the provision of guidance, portfolio management, planning, and monitoring and analysis services for the client.

Who Handles the Process?

Portfolio managers who specialise in wealth creation and managing of funds handle the process. It is also possible to use platforms under the guidance of experienced financial planners to grow and monitor funds. The professionals in our team provide advice on security, tax structuring of portfolios, bonds and stocks, among other things.

Why It’s Essential to Seek Professional Help

Financial wealth is not created overnight but can be gone in only a day if you make the wrong decision. It’s imperative to have experts who monitor everything from unit trusts and stock markets to changes in the economic environment and any other aspects that can affect your wealth. Qualified professionals can advise you on the best wealth building and securing vehicles.

It’s not just about the here and now. You want to grow and secure your personal wealth. To do so takes time, flexibility, the right selection of investment vehicles and ongoing monitoring. Clear goal setting is vital, as is risk distribution. Our financial experts work alongside you in choosing the best options to match your short, medium, and long-term security, income-generating, and growth needs.

How We Do It

We start with a comprehensive analysis of your current wealth portfolio. Using the information gathered, we draw up a plan that matches your wealth and financial security goals, risk portfolio, expected return on investment, long and short term goals, liquidity of funds, and any special income needs.

The next step entails actively managing the portfolio over the selected period. This is done in close collaboration with a certified and expert financial planner to ensure the necessary adjustments are made and the strategy is tweaked over time to adjust to changes in the economic environment and your personal circumstances.

What We Offer

As part of our investment management services, we offer the development and ongoing improvement of personal share portfolios. This includes the identification of approved unit trusts, approved funds of funds, several platforms for compulsory and discretionary funds, and tax-efficient international investing.

Experience the following benefits when making use of the investment management services:

  • Having a portfolio manager to monitor and grow your portfolio.
  • Financial planner and advisor to provide optimal investing guidance.
  • Professional and comprehensive risk analysis.
  • Financial wealth growth analysis.
  • Convenience of single point contact.
  • Access to approved and proven investment management services and products.

Experience the convenience of having a professional team to manage your wealth portfolio. Reach out for expert guidance on how to get started.