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, Peter West (Authorised Financial Adviser), provides clients with a personalised, planned approach to investment. His consultative style of wealth management starts by gaining an understanding of you, your values and goals, and then translates into a customised plan that’s 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. He’ll show you how your key priorities can be achieved through a disciplined investment process, and how you can continue to make smart decisions despite 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 Financial 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.
Peter’s Disclosure statement is available on request and free of charge.