Investing

investing

Navigating the world of investing can be daunting.

The default response to these thoughts can be to choose to do nothing with your money and leave it where it is, the bank, credit union or Post Office.

This may not always be the right for and what you need that money for. If you find yourself in a position that you have some excess funds the onus falls on you not to let that excess money dwindle in value just by being in the wrong account.

We will help you with that onus by listening to your plans and timelines for when you want to spend this money and we’ll then be able to recommend a suitable investment that matches with the time you plan to invest your money for together with the level of risk you are comfortable with/

Similarly, if you are currently someone who has money invested and you would like to update your plans or review if your fund is still the most suitable for you we will arrange to do an analysis with you.