They say the only constant in life is change. That’s why no matter what plans you make in life, it’s important that you review them regularly to ensure that they always provide the best strategy to achieve your goals.
We offer a financial review of your personal and business finances with no obligation to purchase. We will carefully assess your risk profile and investment appetite before recommending any investment or retirement strategy that suits you.
All areas of finance will be covered during the review to build a clear picture of your current financial situation. This will give us a snapshot of your personal situation based on which we will issue recommendations to help you achieve your objectives.
We will then review your plans yearly to include all your future needs and requirements and ensure that you are on way to achieving your financial goals.
Investment advice
Your choice of investment depends on your attitude towards risk.
Choosing where to invest your money for the future may be one of the most challenging decisions you’ll ever make.
As an investor, you want to achieve the highest possible return at a level of risk that suits you. Once we have assessed your attitude to risk, the next step is to understand what asset allocation suits you best.
Asset allocation is about getting the right balance in your portfolio between different types of investment, taking into account your goals your attitude to risk and where you are in life.
Deciding what mix of assets to hold in your portfolio is a very personal choice and in making this decision it is important that you are making as informed decision as possible. At CK Financial Solutions we are independent financial advisors and can assist you in gathering and evaluating various options and fund managers. We can set up your investment with you and work through your investment over its duration.
Portfolio Planner
CK Financial Solutions have access to systems such as Portfolio planner. Portfolio Planner is a sophisticated system that allows us to forecast how investment returns on different assets vary over time. The system looks at a range of variables that could affect your investment over time and recommends the most appropriate asset allocation based on your risk profile.
Whether you need to save for your children’s education, plan for your retirement or you simply want your money to work for you, we can provide sound independent financial advice and help you plan for a better future.
If you are thinking of investing a lump sum or wondering what to do with your cash, why not call us today to discuss all the alternatives available to you.
