At Coronation we know the importance of making the right investment choice; we also know the value of seeking independent professional advice. If you are at all uncertain as to which is the right investment for you, we recommend that you talk to your financial advisor.
Good advice from an experienced professional helps you to create a financial plan that is realistic. Your advisor will assess your financial goals; investment time frame; tolerance for risk and monitor these over time.
The types of service provided by an advisor include:
- Pre-retirement planning
- Investment portfolio planning and management
- Strategic wealth planning
- Post-retirement income review
- Estate planning
- Insurance, e.g. death and disability cover
- Trusts
- Taxation implications
In addition, a financial advisor provides guidance in times of market downturns and personal financial stress; ensuring that your plan is tailored for your changing needs and circumstances.
When choosing an advisor it is important that he or she is registered with the Financial Services Board and is appropriately qualified.
If you do not have a financial advisor, we will gladly help you find one in your region. Please contact us for assistance. |
