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Savings & Investments

We'll help you to make smart investment choices.

Savings & Investments

Investing a lump sum or regular savings is a great option if you want the opportunity to grow your money over time. Our financial advisors will take you through what to consider before investing your savings and our investment research team will advise on suitable investments that we are happy to recommend based on your risk profile and financial goals.

The process starts with finding out about you and your investment goals: how long you want to invest for, what is the money required for, have you provided for short / medium / long term financial needs, etc. Your capacity to withstand risk is then evaluated. The evaluation considers your income, expenses, assets and liabilities, and your flexibility.  There is also an evaluation of your own risk preference, which can be done using psychometric tools. Psychometric tools are short questionnaires which seek to give a more scientific basis for assessing your risk.

We provide investment solutions based on impartial advice as we’re not tied to any banks or financial institutions. We offer access to a broad range of funds with varying levels of risk and return.

We’ll help you to make smart savings and investment choices.

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