We at AEMFP are committed to ensuring that your existing portfolio or future investments match your attitude for risk and return. In our experience many clients are currently in asset classes which are not suitable for them. It is often the case that they are either in funds which are too risky for their age or investment experience. Alternatively some clients are in investments which are too conservative and have little chance of meeting our clients’ expectations of returns.
We will consider many factors when determining an investment strategy such as investment experience, age, attitude to risk, expectations for a rate of return and existing asset allocation. From this information we can ensure your investment portfolio is suitable for your financial needs and objectives.
When providing advice, AEM Financial Planning does consider the adverse impacts of investment decisions on environmental sustainability and social governance.