It is a process we use to bring into existence a Financial Portfolio which will meet your personal aims and objectives.
This strategy takes into consideration your short-, medium- and long-term objectives. Incorporated in this strategy are protection mechanisms, in-case there are unforeseen events which threaten or change your plans. Flexibility being the key issue.
This strategy exists from the moment you start saving. It is exponential and has its own ‘Kinetic Energy’. Continued loss of capital is extremely dangerous. The compounding effect can be devastating and destroy your ‘hard earned’ capital.
Inflation, exchange rates, income and capital gains tax are wealth preservation enemies. However, they can also be your allies.
Understanding that wealth creation and wealth preservation is the key to financial freedom, and a process which takes time. It is prudent therefore to start immediately you begin your working career. Irrespective of where you are in life’s journey, the sooner you begin working on your wealth preservation strategy will give you peace of mind when the time comes to retire.
This is achieved by taking the first step of talking to highly qualified financial planners, who have your best interests at heart to assist you on this journey.
There are several approaches to achieving this and once we know what your requirements are, a wealth creation and wealth preservation strategy is put into place to achieve your goals.
We begin with a financial needs analysis to understand your short-term, medium term and long-term needs. Thereafter we advise you on the most appropriate route to follow to achieve these goals. On acceptance of our advice, the process is put into place.
Building long standing relationships with our clients and watching them succeed with the goals put in place is a core value to our success.
With more than 40 years’ experience in the financial advisory sector, Invest-Assured have the knowledge and expertise to assist you on your journey to wealth creation and wealth preservation. This is achieved by working with our investment partners who are the leaders in this field.
Partnering with Warwick Wealth, with the signing of the “Advisory Agreement” has expanded our expertise. This allows us to offer ‘cutting edge’ advice to all our clients irrespective of age or wealth.
The services we offer incorporate a wide spectrum of products to suit your specific needs for each stage of your life. Ensuring you receive advice according to your individual needs is vitally important to building long standing relationships with our clients.
Fixed interest deposits, guaranteed returns, Listed Shares, Unit Trusts, Tax Free Savings, High Interest Savings Accounts, Local and Offshore Investment Portfolios.
Life, Disability, Dread Disease & Income Protection Cover, Emergency funds, Estate Planning & Wills.
Save via company Pension Funds, Private Retirement Annuities, Endowments, Property Collectables (coins, stamps, classic cars etc.) Unit Trusts, Share Portfolios, Offshore Plans.
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