What Is Investment Planning?

Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.

Investment planning is a process that begins when you are clear on your financial goals and objectives. Our Financial Planning process is designed to help you get clear on how to match your financial resources to your financial objectives.
There are thousands of different investments. The most commonly used are cash, equities, bonds and property. Each of these have different characteristics and a good investment plan will usually contain all of these.
By helping you set out clear and measurable goals, we can match the most suitable mixture of investments to each specific goal in the most efficient way. From the outset it is important to build a strong foundation and as your circumstance change, we can help you make any necessary adjustments to keep you on track.