Investment
An investment can be defined as: “An asset or item that is purchased with the intention that it will generate an income or will appreciate in value.”
With the world of financial investments becoming a complex web of options; ranging from long-term investments, property funds, shares, annuities, through to short term investment. The average man in the street is battling to get the best results from their investments.
At Smith and Bormann, we follow a proven methodology to ensure that you receive the appropriate investment strategy to suit your individual needs. When developing our methodology, we not only sought to develop a strategy of giving our clients the best returners on their investments but give them a basic understanding of the investment plan. Our financial planners take this education very seriously, a happy client is informed and knows what to expect.
Our methodology follows a 5 step investment cycle:
Establish your goal “Without a Goal, you cannot score”.
Create a plan on how to achieve your goal “If you fail to plan, your plan will fail”.
Choose investments that are tax efficient and offers access to your money if require.
Choose the company & investment fund managers suited to your risk profile and goals.
Continuously review all previous steps to make sure they adapt to your needs if changed.