Asset Allocation

Fulfil your financial plans

By far the most important decision that you will make as an investor is deciding what your financial goals are. After all they are the reason we need to invest.

It’s then a matter of assessing how much risk you are willing and able to take to achieve them. A good understanding of the fundamentals of investing and guidance from one of our professional financial advisers will assist you in establishing a clear goal-driven financial plan.

Once your plan is in place, your next consideration is how you establish the right mix of investments to give you the best chance of achieving your goals with the minimum degree of risk. This will involve creating the right mixture of assets, generally Cash, Bonds, Property, Equities and maybe some alternative assets such as Commodities.

 

Asset fulfilment

Getting this asset allocation right is absolutely crucial to the fulfilment of your financial plans. It is, in essence, the map that will guide you to reach your financial goals.

When establishing your asset allocation, there are two common strategies that professional investment managers adopt, namely ‘strategic’ and ‘tactical’. Each strategy has its merits and deciding which strategy, or mixture is correct is a matter of personal preference

A good understanding of the fundamentals of investing and guidance from a B&C Financial Planning adviser will assist you in establishing a clear goal-driven financial plan.

The value of investments and any income from them may go down as well as up and you may get back less than the value of your investment.

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From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.

Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!

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