Investing

A disciplined, systematised approach to saving and investing

Despite occasional share market volatility, investing remains one of the most effective ways to grow your wealth over the long term.

The key to successful investing requires an investment strategy that’s purpose-built for you. One that considers your unique goals and objectives, your current financial and lifestyle situation, and what we call your “tolerance towards risk.” At Squire Financial, we believe that investing is not speculating. It’s a disciplined and methodical approach with clear goals, milestones and contingencies.

Effective diversification is essential for maximising return within agreed parameters of risk. We have also all heard the saying “don’t keep all your eggs in the one basket”. The fundamental concept underlying asset allocation is diversification, which is investing in multiple assets that have different risk/reward characteristics. Most investors should hold a diversified investment portfolio, because it is a proven way to produce reasonable returns whilst reducing risk, over time.

Our clients receive regular portfolio performance reports as part of this service, and if you like we’ll meet with you on a regular basis to discuss and review the performance of your investments. This also provides the opportunity to review your personal circumstances and to make any modifications that may be required to ensure your investments remain on track to achieve your goals and objectives.