Investment planning

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Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.


By helping one can set out clear and measurable goals, we can match the most suitable mixture of investments to each specific goal in the most efficient way. From the outset it is important to build a strong foundation and as one's circumstance change, we can help you make any necessary adjustments to keep you on track.

The important aspects of investment planning are:


Determine your investment profile:


This can be done by considering one's risk appetite. There are mainly four types of investment profiles:


Conservative (Low Risk Tolerance): Such portfolios comprise mainly (about 70%) of income assets, such as fixed interest and cash.


Balanced (Average Risk Tolerance): This refers to portfolios with an equal emphasis on growth and income assets.


Growth (High Risk Tolerance): Such portfolios comprise mainly (up to 80%) of growth investments, such as stocks and foreign currencies.

High Growth or Aggressive (Very High-Risk Tolerance): This refers to portfolios with more than 90% of the funds in growth investments.


Review your investment plan regularly: This helps in fine-tuning a portfolio to suit one's current financial situation and a change in risk preference.


Investment planning is a process that begins when one is clear on financial goals and objectives.

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