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Investment strategies

Investing without a clear strategy is a strategy to potentially lose it all.

Whether investing for income, growth, or both, we ensure that your assets are invested in accordance with your risk profile. We do this through four essential steps to ensure your goals are achieved:

  • Determine your attitude towards inflation, taxation, income growth, involvement in the investment process, and estate needs.

  • Determine your investment time horizon across short, medium or long term.

  • Determine your "tolerance to risk" from conservative through to aggressive.

  • Develop a tailored investment strategy that accurately reflects your personal needs and goals, and the content and structure of your current assets and investments.

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