A change is as good as a rest they say, but the credit crunch and a volatile money market illustrates just how quickly our economic environment can change. Your personal circumstances can alter quickly too – moving house, changing jobs or having children. Sometimes, things just don’t happen quite the way you planned.
Planning for change
Any significant changes in life should always prompt you to reconsider your investments. A well planned portfolio will toil away on your behalf for years, working towards your objectives and riding out most of what the market can throw at it.
However, when your circumstances change, your needs and objectives can transform too – and your portfolio may no longer be able to keep up. Such adjustments can mean you modify your attitude to risks or need to reconsider the use of certain asset classes.
Even if your core investments might remain the same, there could be some higher risk holdings which need to be assessed. Or it could simply be time to take the profits and move on to better opportunities.
Helping you meet your needs
A review of your portfolio will not take much time but could more than pay for itself in money saved – or put to better use.
We are happy here at Platinum to help our clients minimise the time taken to review matters but maximise their opportunities.
If you would like to take advantage of an impromptu review, then please get in touch….