Investment review
As with all lifestyle financial planning processes, your objectives should be at the heart of your investment strategy. What you want to achieve from investing your money plays an important role in the decisions you make.
Investment review
Investment reviews are important to ensure that your investments remain on track and provide the opportunity for you to make changes if necessary by rebalancing your portfolio. During each review your Elixir Wealth adviser covers all aspects of your investments, including your goals, asset allocation and risk tolerance.
When your circumstances change, it is always a good idea to consider adjusting your investment strategy to align with any new priorities. During your review if you have any questions or concerns about your investments, an investment review is a good time to raise them with your adviser.
Legislation is constantly changing and that means strategies that were once tax-efficient may no longer be the best option. As part of your investment review we consider tax-efficiency to ensure you’re investing in a tax-efficient manner and taking advantage of all investment opportunities. Do you know what the tax consequences are of the different investments you hold? Effective tax- management of your portfolio can improve your after-tax return.
Time to reassess how much risk you’re taking with current investments?
Having a good grasp of your investments goes a long way to feeling more confident in them. We’re here for you. To speak to an Elixir Wealth adviser, please contact us.