Investment Portfolio

At Opes Financial Planning Ltd, we don’t start with the money; instead, we start with you. We seek to be crystal clear about your hopes and dreams, and what you want your money to achieve. Then we can build a financial plan to help you achieve these goals.

Building and consolidating your wealth is an important element of a structured financial plan. You want your money working as hard as possible for you, while at the same time reflecting your attitude to risk. We recognise that you must be confident and comfortable with your investment strategy. You want your money to grow, while sleeping soundly at night.

It’s not all about asset classes, returns and portfolio construction (we cover these too!); we look at more fundamental questions,

• What’s the life you want and what will it cost?
• Can you afford the life you want, or what choices do you need to make?
• How much investment growth do you need, and are you comfortable with that level of risk?
• Which are the best products and funds to help you achieve your investment goals?

At the end of the day, it’s about making sound choices. Do you spend today or save for the future? The answer lies in your financial plan.

Whether you are saving for a specific event such as future education costs for the kids, or are building up a war chest for the future, it all comes back to your plan. The plan guides the construction of your investment portfolio to achieve your goals. And then we monitor your portfolio year after year, ensuring that it’s delivering your objectives.

If you would like to find out more about how we can get your money working harder for you, please give us a call.

The Financial Conduct Authority does not regulate Tax Advice, Qualifying Recognised Overseas Pension Scheme, Estate Planning.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.