For a successful investment strategy, the first decision you need to make about managing your money is “Who do I want to manage my money?” There are 3 answers to this question:
Every person can have a different answer because the answer is determined by your expertise and experiences in managing money. To work out which of these options is best for you we have developed a workbook that will guide you through the processes you should follow to make a sensible decision.
We can help to point you in the right direction.
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Active management of a fund’s portfolio matching investments to objectives, and balancing risk against performance.
Important tips for choosing a financial planner who will help you achieve your financial goals