Understanding your objectives is vital to us, as they are the building blocks to achieving your financial goals. What do you need your money to do? When do you need it by? What kind of return do you need to meet your goals? How much risk can you afford to take? How much do you need to save? Would your family be financially secure if the worst happened? What kind of legacy would you like to leave behind? These are just some of the questions that are important for us to ask when building up a picture about your life before making any recommendations.
Reassessing your goals regularly is equally important. Spending some time each year to see whether your objectives have changed, your personal circumstances have changed, or even if the investment world has changed, helps us keep your plans on track, so we recommend meeting annually to review everything.