Building Wealth

Investment Planning

Introduction

What is investment planning?

Investment planning refers to the process of creating a long-term financial strategy to achieve specific investment goals. This may include deciding how to allocate assets such as stocks, bonds, and property funds in a portfolio, based on an individual's risk tolerance and investment objectives. The goal of investment planning is to create a balanced portfolio that maximises returns while minimising risk.

Opportunity to achieve stronger long-term returns

Potential to grow your wealth for you – and loved ones – to enjoy

Feel more confident about your future

Range of options to suit your personal needs

Our Process

Your journey

Speak to an adviser

One of our financial advisers will contact you using your preferred method of contact to discuss your financial financial objectives and current circumstances.

Find a plan that works for you

Our advisers will take into consideration the financial goals and objectives that are most important to you and offer advice in meeting these goals and objectives.

Begin your journey

Now you're on the road to financial freedom. Your adviser will continue to support you throughout your journey with us, putting your needs at the forefront of every decision.

Considerations

Making an informed decision.

Benefits

Considerations

Investing can provide the potential for long-term growth of your wealth, especially when you invest in assets such as stocks or property funds that have historically increased in value over time.

Investing allows you to diversify your portfolio by investing in different types of assets and industries, which can help to reduce the overall risk of your investments.

Certain types of investments, such as dividend-paying stocks or rental properties, can generate passive income that can supplement your other sources of income.

Investing in assets that appreciate in value over time can help you beat inflation and maintain the purchasing power of your money.

Some investments, such as retirement accounts and tax-deferred investments, offer tax advantages that can help you reduce your tax bill and increase your investment returns.

Investing can be a powerful tool for creating wealth over time, especially if you start early and remain disciplined in your investment strategy.

Investing always carries some degree of risk, and there is always the possibility that you could lose some or all of your invested capital. This is especially true for investments that offer potentially high returns, as these tend to come with higher levels of risk.

Some investments, such as real estate or certain types of securities, may be difficult to sell quickly if you need to access your money in a hurry. This lack of liquidity can be a disadvantage if you need to liquidate your investments to cover unexpected expenses.

Investing often involves paying fees and expenses, such as brokerage commissions, management fees, and transaction costs. These expenses can eat into your investment returns over time, and it's important to understand how much you are paying and whether it is worth it.

Certain types of investments, such as options or derivatives, can be very complex and difficult to understand. This complexity can make it difficult to make informed investment decisions, and can increase the risk of making costly mistakes.

Get in touch

Ready to start your journey with Absolute?

Speak to an adviser

Find your local office

Get in touch with us

Important Information

It is important to understand the risk associated with any form of financial product as well as the fees involved.

Past Performance

Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk. The value of your investment may fluctuate over time, and you may gain or lose money.

Our Fees

The precise amount of the fee will depend upon your circumstances, and our advisors will provide you with an accurate set of costings after assessing your situation.