When you have investments can you ever be sure you’ll sleep easily? Will there be crashes that have you lying awake worrying?
We don’t dispense sedatives but we do dispense advice and day to day management that allows our clients to sleep easily at night. Here are two ingredients in our prescription:
- One tonne of listening to find out what’s really important about the money. What does it represent? What has to be achieved by its use?
- Several ounces of prevention. The portfolios we design are multi-faceted. Their overall return will always be lower than that of the best performing single component they contain and will always be higher than the worst performing single component. That’s what diversification means - no roller coaster ride unless that’s what you have specifically requested!
Like all good medical treatment, your prescription will need reviewing from time to time in response to your personal circumstances and the economy as a whole. That’s all part of the service we enjoy providing at CFP.
If you have over NZ$350,000 to invest and want truly impartial advice, contact us to find out how we can put your money to work to fund your important goals.
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