From Zero to Professional Investment (IPS)!

This part of the blog is to help you to stick with your goals and help to create a customised portfolio for you.

When you come first time to wealth adviser Investment Policy Statement (IPS) needs to be prepared. To finds out more information about you and help adviser to provide products that are most suitable for your current needs. The statement is usually reviewed yearly or if your financial situation changes. So we will create one for you…

The primary goal is for you to be decisive and stick to your goals. However, also we will determine what reasonable goals are. Create IPS, and you will remove most of the stress from the investment. The result will be a gift you will make to yourself when you start investing. You will not need concern yourself with market volatility. We will try to get you to a position where your money is working for you within given boundaries, which we will create.

True, it will take some time at first. However, you do it once and later you will need just updating it. You can download a simple copy of IPS here (IPS).

At end I have also attached document form The Great Life Assurance Company. It is quite good summary document for our dicsussion and can be used for your decsion making.

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What will be considering in IPS?!?

Objectives:

  • Return
  • Risk

Constrains:

  • Time
  • Liquidity
  • Tax
  • Legal
  • Unique circumstances

Additional information:

  • Target Asset Allocation
  • Diversification
  • Financial Goals
  • Any additional information which is relevant to investment decision making. Like, where you would like to invest.

Now we will go into more detail on each element to help you to learn more about yourself and potential investment portfolio, which you can construct.

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