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Key Questions for you to Consider

Key Questions for you to Consider

  • Do you have a clear understanding of your financial goals?
  • Do you have the time to do the research and paperwork yourself?
  • Do you have the expertise to make sound investment decisions?
  • Can you be objective about your own situation?
  • Are you up to date with the changes to taxation and legislation and how they may impact upon your assets?
  • Are you prepared to take on the risks and responsibility of planning your own financial future, with no neutral perspective?
  • Do you know how your investments are doing against your goals on an ongoing basis?
     

If you could answer yes to all of these questions, isn’t it more likely that you would meet your financial goals in the longer term?

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