Investment Planning

Many people’s idea of investment is to use specific investment products, usually ones that have been  promoted heavily through either the financial  media or by a stockbroker or private bank. Many people are unaware, however, that most of the investment products promoted in the marketplace are  constructed to benefit a salesman or a financial institution rather than the investor.

Our approach to investing is totally different. Firstly, we will not invest our clients’ money in any financial instrument where the risks cannot clearly be explained and understood –  complex products and esoteric asset classes rarely deliver returns which are worth the extra risk.

We believe that it’s more about the person than the money. We realise the need to understand our clients’ objectives and goals and how they feel about investment risk including how much risk they can afford to take before we talk about specific investments.

We also know from our long experience, that without discipline our clients’ investments can fall prey to their emotional decisions resulting in significant losses. Unless an investor focuses on using strategies appropriate to not only their own specific life situation and goals they can become distracted with the latest financial fashions, many of which are not relevant to their circumstances.

Good investing is about minimising risk relative to the return sought as well as good diversification over a range of assets. It is also about minimising the costs of investing. Our approach is to educate our clients as to the risk for the potential return targeted and then agree with them the most appropriate portfolio structure.

Ensuring that our clients’ portfolios are regularly reviewed is critical to ensure that objectives continue to be met and risks understood.

Finally, we believe that the best advice is independent advice.

If our approach to investing appeals to you and you would like further information you can ring us directly on 01-8455827 (+353 1 8455827 for international enquiries), email us at info@aspire-wealth.com or call to our offices at 207 New Street Mall, New Street, Malahide, Co. Dublin.
IRELAND

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