Investments
Investment choice can be hard.
Before considering what assets are appropriate for you, there are some important considerations:
How should I structure the ownership, what are the ongoing tax consequences and what happens if I sell them?
How liquid are they? This means, if I want to sell them, how long do I have to wait until I get my money.
If I want to leave them to someone, how do I do this?
Having a financial adviser with a real passion for investment selection, who researches funds and investment products, to better provide appropriate recommendations, will save you time and take the guess work out of things.
Need help?
Do you need financial advice, don’t know where to start?
Asking for help can be a hard thing to do for most people. There is no charge for your initial meeting, as it is an opportunity to determine, what it is you need help with.
It is also completely confidential.
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