Posts Tagged investment risk

Plan Now for A Comfortable Retirement

As experienced Financial Planners we have become skilled in assisting our clients plan for their eventual retirement. A comfortable Old Age is not, however, just about having a pension plan, even though this may be part of the solution. Clever planning for retirement can assist greatly by: 1. Building Sufficient Savings & Investments Once you retire you will need to ensure that you will have a source of sufficient income for the rest of your

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The Case For Managing Financial Clients Rather Than Their Assets

Financial history is peppered with stock market crashes, property market booms and busts and a vast array of stories of individuals who have either made or lost fortunes, or even both. Irrespective of the past, a financial adviser deals with the here and now as well as the future, keeping one eye on clients’ possible expenditure requirements. In doing this, giving the right advice is a subjective process in terms of possible investment portfolio construction

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Speeding Fines and Investment Risk

As an investment adviser, the starting point for all investment advice is understanding each client’s tendency to take risk as well as their tolerance in accepting possible losses. From an adviser’s perspective the nightmare scenario is a client who tells you that he/she is prepared to take risk in order to possibly get large gains yet is the first to complain when markets go in reverse. As could be seen from the demise of the

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The World Is Coming To An End ……Again.

There is no doubt that listening to and reading the various media commentary in the last 2 weeks regarding the Chinese economy and stock market one could be forgiven for thinking that the world is coming to an end and that personal wealth positions are being eliminated. The reason why this commentary strikes a chord with the general public is the apparent truth in the numbers being quoted such as “the market has fallen by

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