Take the speculation out of accumulation.
As Authorised Representatives of Lonsdale Financial Group Ltd, the Advisers of Edwards Marshall Financial Solutions are able to offer clients a variety of services to assist in all aspects of financial planning. We are able to assist you in planning for your financial future today by tailoring a comprehensive, yet understandable plan that is designed to meet your needs. For a detailed curriculum vitae of our advisers, please click on their name.
Speculation or Accumulation?
Funds managers always advertise their highest returns and speculators always boast of the investment where they doubled their money.
You rarely hear about the risks involved in those investments or the investments that lost money.
The shrewd investor follows a plan of accumulation and matches investments to their risk profile instead of always looking for the "Big Win".
Remember the parable of the Tortoise and the Hare?
 Top
Planning
An investment strategy should also take into consideration your lifestyle goals as well as your financial needs.
While people may have similar risk preferences, their personal circumstances will not be the same.
Strategies and investments for someone else's circumstances may not be suitable for you.
Top
Planning Issues
- Do you know how much you have and how much you owe?
- How much can you afford?
- Can you salary sacrifice?
- How much do you need to spend?
- What access to your savings do you need?
- What are your future funding needs?
- How are you structured for tax purposes?
- When you are hoping to retire?
- Are you adequately insured?
- Have you planned for your estate needs?
Top
Do you have a detailed plan for the future?
Our financial planning team can ensure you that you:
- Are in control of your investment plans
- Are dealing with people that you can trust to look after your interests first
- Understand the solutions provided
- Get value for money
- Are reviewed regularly
- Have your needs satisfied and
- Are contacted regularly.
We provide:
- Strategic advice designed to provide you with the information you need to meet your objectives:
- Investment portfolios structured and reviewed to ensure that you have the right mix of assets - shares, managed funds, property and cash
- Wealth creation plans to ensure that you reduce debt and accumulate the capital needed to meet your income and lifestyle requirements
- Access to wholesale investments to ensure that your fund management fees are minimised.
We can also assist in estate planning, business succession planning, insurance and corporate superannuation matters.
Top
|
