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Financial Planning

InvestAscent Wealth Advisors aims to meet your needs by understanding your priorities and placing them at the heart of your personal wealth management strategy. Our intention is to develop long-term partnerships with our clients based on mutual trust. At the forefront of that process you’ll find our dedicated Private Wealth Advisors.

Understanding begins with listening. Everything comes under careful consideration – your assets and liabilities, your stage of life, your attitude to risk, your investment horizon, your cashflow needs and above all, your ongoing personal priorities. All are thoroughly evaluated and analysed by your Private Wealth Advisors.

Armed with a complete analysis of your current holdings and a thorough understanding of your risk preferences and personal priorities, we develop a personal asset allocation plan for you. This defines the pattern of asset classes most likely to deliver against your stated aims. Recommended asset classes and individual investments may change following the initial recommendation – to reflect changes in the markets and other factors relevant to you.

Regular review is essential to the success of any carefully-planned investment strategy. Two key parameters can affect your strategy – changes in market performance and changes in your personal circumstances. By constantly monitoring the markets and by staying in touch with you we can make any necessary adjustments to your portfolio to keep your assets positioned to deliver against your long-term priorities.

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