Financial Advice

Having worked hard for your capital, it makes sense to preserve it as best you can with a well-thought-out financial plan.

At Investax we share the same philosophy, to create long term value for our clients and for our business. We do this by basing our client proposition on their unique goals and desired outcomes. These objectives are then within our control.

We take a simple approach; to get to know our clients on a personal and professional level, developing a strategy that is as unique as you are. When we have developed a plan that makes sense to you, we execute it in a straightforward and cost-effective way.

Our planning service goes much further than simply understanding your financial affairs. It’s not just about the investment of your assets or your surplus income. We also need to ask:

  • What drives you?
  • What motivates you?
  • What you are trying to achieve?
  • What’s important to you in life?
  • What do you want your legacy to be and who do you want to benefit?

Once we have the answers to these questions, we can outline a recommended investment plan that will give you the return you need in order achieve your objectives. With trust at a premium in Financial Services, being able to show our clients that we have a rigorous investment process in place is key to successful investment performance.

Making your money work as hard as possible is important to us. With Central Bank intervention and the constantly changing political landscape affecting all global markets, ensuring your portfolio has the right balance to meet your needs is vital.

Establishing an appropriate asset mix is key in determining your portfolio’s overall risk and return. As such, your portfolio’s asset mix should reflect your goals at any point in time.

That is why Investax have formed an in-house Investment Committee, using the very best external third party expertise. Our Investment Committee meet monthly to discuss the asset classes relative to the different risk profiles and then analyse the underlying funds that make up your portfolio before implementing any changes.

Once your strategy is in place, we will regularly monitor and evaluate your portfolio to ensure it remains appropriate. We will also research new opportunities as they arise while focusing on tax management, which is our core strength.

We understand that investment conditions, legislation and of course your circumstances are subject to change. That’s why we aim to meet with you at least once a year and more frequently if desired.

This in-depth holistic investment process is crafted for each client based on his or her unique facts and circumstances and will include ongoing analysis and reporting.