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Understanding your Needs and Requirements

How you feel about risk, and your expectations, are important parts of getting the right investment for you.

Before you invest, we recommend that you address three key areas:
  • What am I investing for - growth, income or both?
  • What other investment products do I already have?
  • What means do I have to enable me to invest?
  • How long am I prepared to invest for?
  • Do I need access to my money at any time?
  • What is my tax position, both now and when I want to take the benefits from my investment?
  • What products can I invest in which will be most tax efficient?
  • What degree of risk am I prepared to take?

Your financial adviser will help you through this
process and provide tailored advice to suit your
personal circumstances.

Guide to Investing Download