Accumulating a lump sum of money, or managing an existing investment requires a carefully developed risk-based portfolio approach
When it comes to both a long term savings strategy and an investment strategy, there are a number of factors that each individual should take into account. These of course will differ greatly from person to person. At Milestone Advisory we will ensure that you achieve your stated goal, with the most appropriate risk-based solution tailored to your own specific needs.
Having established your investment objectives, Milestone Advisory then guides you to choosing the most suitable savings and/or investment product to help you achieve your specific objectives. We take account of:
- Your current financial requirements
- Your future financial objectives
- Your time horizon to achieve your stated objective
- Your ability to understand and tolerate investment risk
Taking the above into consideration along with other aspects of your financial requirements, Milestone Advisory will recommend the products and investment strategies most suited to you.