Investment Management

Getting it right from the start

Getting it right from the start

With thousands of investment options, how do you choose what to invest in? How do you make the jump from saving to investing? How do you know if you’ve made the right choice?

That’s where we come in. We use a unique process and philosophy we developed, and have used for 15 years.

Firstly we find out what type of investor you are.

We look at your circumstances then take into account your attitude to investing. We look closely at where you are in your life cycle (carefree and single, or retired, or anything in-between) versus whether you have an aggressive or conservative tolerance to risk.

Once these are known, then we can begin to recommend investments that are in your best interests.

We use a long-term strategy that we monitor closely

We use a long-term strategy that we monitor closely

At First Financial we believe investment is not about luck. Investing should be a long-term strategy, one you monitor closely and regularly.

Investing is certainly not a ‘set and forget’ process.

Successful investors develop a plan, manage the process and monitor their choices.

At First Financial we provide guidance with all of these steps. We see our role as one of collaboration.  We provide market intelligence and prudent financial advice so you can make decisions that match your investment profile and goals.

GET IN TOUCH


If you want to retire life ready

captcha