2010
and Beyond Long Term
Investing
By Steve Watson
Managing Retirement Income
By
Investment 101 - Fairbairn Capital - Old Mutual
Monitoring a Client's Investment
Estate Planning
Retirment Planning
Monitoring a Client's Investment
We aim to do the following for all our clients:
Achieve your financial objective, taking into account
the degree of risk you are prepared to accept.
Do
accurate tax calculations in order to advise you on
how to maximize your after tax return.
Regularly
review your investments and insurance so as to determine
any actual or potential problem areas and to advise
you accordingly.
Provide
you with regular reports, which set out the details
of your investments and any transactions that have
taken place on the investments.
Develop
a close personal relationship with you while continuing
to render a professional service.
React
speedily to your queries,i.e. within 24 hours.
Estate
Planning An
important part of investment planning is ensuring
that the heirs of the estate will derive the maximum
benefit from the assets. It is best to consult an
expert in this field when attempting to plan for
a big estate. Brian Goodall is qualified in the
area of estate planning and is licensed by the Financial
Planning Institute as a Certified Financial Planner
™. He will help you to look at your assets in this
light and will advise you on the different aspects
involved in estate planning.
Retirement
Planning Retirement can be a very stressful time for
any person especially as it involves making financial
decisions that will impact on you and your life
style for the rest of your life.
Brian
Goodall is extremely well qualified to help advise
you on the many decisions that you will need to
make. He has had many years of experience in advising
clients on their retirement. He has an excellent
knowledge of the different investments on the market
place, their expected returns and volatility. He
keeps himself up to date both as an adviser and
as the author of the textbook " Investment Planning".
Before
we can advise you, please concider the following:
What
are your investment objectives, short, medium
and long term?
What
level of risk are you able to tolerate in order
to sleep well at night?
Monitoring a Client's Investment
