Most of my clients don’t have the time or inclination to manage their own investments.
Its important investments are actively managed and changed depending on market conditions and changing political and economical situations.
Infinity pride ourselves on providing the best solutions to our clients. This is the reason we partnered up with Tilney Bestinvest 5 years ago.
Tilney Bestinvest is a successful, well-established UK investment manager who provide services to clients and advisory firms like ourselves.
We have an exclusive relationship with them in Asia to provide investment management research for our clients. We work with the clients on their financial planning needs and to understand risk tolerance, time horizons and objectives and we will then pass this across to Tilney Bestinvest who will make the investment management decisions.
Investment Management For Individuals
A worrying percentage of people simply don’t know how to handle their money. Consequently, a lot of investments fail miserably because people aren’t aware of the important aspects of every major expense. Before investing in anything, you need to revise the plan thoroughly and conduct important changes to synchronize your agenda with the market. As you can see, it’s a somewhat complicated process, and it can go both ways. However, failure is almost guaranteed if you don’t consult an expert.
Knowledge is everything; therefore, being educated about the whole concept of investing can help you with the decision. If you’re in a dilemma whether to invest money in something, your safest bet is to get informed and educated on the matter. Once you acquire the required info, it will be much easier to make tough decisions. Being able to differentiate good from bad is the most valuable skill in the financial world.
How Does The Process and Servicing Look Like?
Once I start working with clients, I look to build long term working relationships and really understand their needs to reach their goals.
I do this by the following steps:
Initial fact find on the clients circumstances
Risk profile assessment
Financial goals and objective setting
Putting together a plan with the client to help them to get closer to their goals
Ongoing advice and servicing through regular reviews, monthly updates and keeping clients on track with their changing goals throughout their careers and into retirement.
If you would like to discuss your own goals and objectives and to see where you could potentially improve your financial planning don’t hesitate to book an appointment with me on the phone or in person.
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