Looking to invest for a better future?

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Your investment goals will change throughout the course of your life. And depending on which side of the coronavirus (COVID-19) financial equation you’ve been on, the last year has been possibly the strangest year ever for your investments. We’ve experienced a stock market collapse, soaring unemployment, millions deferring their mortgage …

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What do you want from life? Ask questions that will shape your future.

Just about everybody wants to become financially secure and independent – so why do so few people get there? One thing is for certain: it very rarely ‘just happens’. It starts with a vision and then a detailed plan, and a willingness to commit to that plan.

Your total life plan is a financial roadmap that will provide you with clarity about your future journey. It should detail every aspect of your vision – your hopes, fears, dreams and goals. It should also describe exactly how your future will look and help you to understand exactly where you are headed and when you are likely to arrive.

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A Question of Risk

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“How much should you invest?” Investing after all comes with an inherent risk due the accepted volatility of markets, so a sensible cash reserve should always be retained.

Whilst most investment portfolios will give you an indication of how much volatility to expect, how can you manage your own expectation and investment journey? Hopefully the following steps and simple diagram below will help:

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