Please note that this is an investment solution filtering tool that asks 8 questions. These questions will match your answers to specific investment outcomes and a fund choice based on your inputs.
Income withdrawals have a large impact on investment growth. Withdrawing at a drawdown faster than what the investment is growing can deplete your investments. This should be cautiously evaluated and managed according to circumstances to avoid the premature eroding of capital. If you require a personal portfolio to be tailored to your income needs, one of our consultants can contact you to assist you with setting up a bespoke plan for your specific needs.
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HELP US GET TO KNOW YOU BETTER, SO THAT WE CAN HELP FIND THE INVESTMENT FOR YOU
3. Your need to withdraw
5. Roughly how much are you looking to invest:
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7. Understanding the amount of risk that you can pallet is an important part of investing.
RISK EXPLANATION WHEN INVESTING:
Risk can be defined as the possibility of something not turning out the way you would have liked or differently to how you previously supposed. This could mean potentially losing some of your initial capital invested. However, risk can also mean greater potential for growth. Your investment value can move up or down. The degree to how much it fluctuates is dependent on the amount of risk taken. Risk is determined by what asset classes we invest in. ‘Risk-return trade-off', means the higher the investment's level of risk, the higher the potential return. When looking at your investment options, it is important to consider how much time you have to invest, your unique financial situation and how much risk you are willing to take on.
8. Please watch this short 5-minute video and tell us:
From all the people below, who can you relate to most?