Given the current global situation, is it time to consider reviewing your existing portfolio?

Ask yourself…

“Am I protected against a significant stock market fall?”

“Am I over allocated in one particular asset class or sector?”

Things to Consider:

Why Fixed Income?

Bank interest rates are at their lowest ever levels and will stay low for the next decade.
Inflation rates are now as high as they have been for the last 10 years.
Money sat in a zero-interest banking account is devaluing every day.

Our Objectives with Fixed Income

We have the aim to provide safe, low risk investments and offer the continued face to face support throughout the term of these products.

Investopedia Portfolio Recommendations

Conservative Portfolio should consist of:

Moderately Aggressive Portfolio should consist of:

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