Investment planning

Forward thinking investment planning

Achieving personal financial freedom and protection is something most people aspire to but few actually plan for. Here, at Thorners Investment Services Ltd, our financial adviser Peter West provides clients with a personalised, planned approach to investment. Peter’s consultative style of wealth management starts by gaining an understanding of you, your values and goals, and then translates into a customised investment plan that is tailored to your unique situation. So, whether you’re new to investments or a well-seasoned investor, you’ll find Peter’s sage advice an invaluable resource to help you navigate through today’s uncertain political, economic and social environments.

Planning a financially positive future

Peter will work with you by:

  • Listening to your needs and understanding your objectives
  • Assessing your current position
  • Using a disciplined investment process, so you can make smart decisions
  • Putting your final plan into action for you
  • Reviewing your plan on a regular basis to make sure it keeps pace with your changing circumstances and continues to meet your requirements

An effective investment plan should:

  • Be easy to understand
  • Have clearly defined goals
  • Take a disciplined investment approach using well researched investment solutions
  • Take a long-term view
  • Be well diversified
  • Avoid hype
  • Use the power of compound returns
  • Start today

To talk to Peter about your personal investment plan, simply click here to email him, or call on (04) 939 2902.