2019 Guide to Wealth Creation

Plan for the life you want

2019 Guide to Wealth Creation

Welcome to our Guide to Wealth Creation.

Anything is possible when you manage your money the right way. There are always going to be bumps in the road on every journey, but the key is to be able to put a plan in place that is flexible enough to adjust to the unexpected.

Creating and maintaining the right investment strategy plays a vital role in securing your financial future, whether you are looking to invest for income, growth or a combination of the two. Life doesn’t stand still, so your financial plan shouldn’t either.

We often think of investment goals in terms of a single investment strategy, but in truth, they really require several strategies, each tailored and based on your specific goals. However, not all financial goals can be met with a single investment strategy.

While we generally tend to think of investment goals as being long term in nature, it’s more likely the majority of them are actually short term.

After all, achieving long-term financial goals are best served by completing a series of smaller, short-term goals along the way.

How you invest your money in order to reach those short-term goals will be very different from the way you would do it for medium- and long-term goals. We can help you put in place the right strategies, whatever stage of life you’re at, and guide you through the opportunities and challenges you may face.

Figuring out where to start can feel overwhelming, but it doesn’t have to be. This is why we provide an extensive range of services, plus the ability to tailor solutions based on your specific needs

2019 Guide to Wealth Creation: Looking to the future
2019 Guide to Wealth Creation:
Looking to the future

Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing… Read More »

2019 Guide to Wealth Creation: Tracker funds and exchange traded funds
2019 Guide to Wealth Creation:
Tracker funds and exchange traded funds

Tracker funds and exchange-traded funds (ETFs) are investments that aim to mirror the performance of a market index. A market index… Read More »

2019 Guide to Wealth Creation: Collective investments
2019 Guide to Wealth Creation:
Collective investments

Collective investment schemes – also known as ‘pooled investment funds’ – are a way of combining sums of money from many people into a… Read More »

2019 Guide to Wealth Creation: Trust in your investments
2019 Guide to Wealth Creation:
Trust in your investments

Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual… Read More »

2019 Guide to Wealth Creation: Tax-efficient returns
2019 Guide to Wealth Creation:
Tax-efficient returns

Investing through a tax-efficient wrapper, such as an Individual Savings Account (ISA), can give a significant boost to an overall… Read More »

2019 Guide to Wealth Creation: Income-boosting investments
2019 Guide to Wealth Creation:
Income-boosting investments

If low interest rates continue to remain, it really matters where you invest your money. Investing for income means choosing assets… Read More »

2019 Guide to Wealth Creation: When investing, there’s no such thing as normal
2019 Guide to Wealth Creation:
When investing, there’s no such thing as normal

The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by… Read More »

2019 Guide to Wealth Creation: Maximising returns
2019 Guide to Wealth Creation:
Maximising returns

Asset allocation depends on your goals, your attitude to risk, your capacity for loss and market conditions. Understanding investment… Read More »

2019 Guide to Wealth Creation: Cost of inflation
2019 Guide to Wealth Creation:
Cost of inflation

The impact of inflation on savings and investments, especially of those retirees living on a fixed income, is an important issue… Read More »

 

Which wealth creation strategy is right for you?

We take a unique approach to wealth creation that centres on objective and pertinent advice, driven by intelligent and trusted relationships.

To identify which approach is right for your individual and family circumstances, or to find out more, please Mercier Allen. We look forward to hearing from you.

To download the full guide please click here.

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