Is it just about saving? Or is there something more you can do?
Since we were kids, we have been told to save, save, save! But is that always the right thing to do with your hard-earned cash? Not always. Some factors that may affect your approach to investing are risk tolerance, financial requirements, and when you need to access the money. Investing could earn you much higher rewards than a savings account but this will not be without risk. Another consideration is the time frames you are working in. Are you saving for a short term goal or long term gains? If you have a short term intention for your money, you may be better off stashing your cash in a savings account but if your goals are longer term, you might see more reward from an investment portfolio.
How could investment work for you?
We are going to ask what it is YOU want to achieve. Everyone has different circumstances and different motivations so it is no wonder that each approach we take is unique.
Questions we might ask to learn the financial motivations you might have:
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Do you want to retire early?
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Do you want to give back to your community?
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Do you have kids that you want to help onto the property ladder?
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Do you want to go on more holidays, maybe travel a bit more?
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Or just live a more stress-free lifestyle now?
Personalised, 1 on 1 training
60 minute consultation - Let's sit and chat. Tell us about you.
Formal risk profile - We don't paint everyone with the same brush. What are your pain points?
Personalised advise - tailored to you
Competitive Pricing - try and beat us. because we will match it.
Product implementation - We will set it all up and hand you a completed solution
So why would you want to work with us?
your opinion matters
We will set some guiding principles but it is always a consultative process. Ultimately, you will make the decision as to where your hard-earned money is invested.
We keep an eye
We monitor all our investments. After all, we have a vested interest, we would never tell you to do something we weren't prepared to do ourselves. We are likely invested personally in the same funds as you!
Synergy
We believe in a synergistic approach to finance, and investments are no exception. Policies need to be working to a unified plan to achieve financial freedom.
Invest a little time in us
Investing can be an intimidating task for anyone. Whether you are starting out, or have an existing portfolio you feel could be performing a little better, Naked Finance could be the difference you are looking for. We feel passionately about the benefits of a good investment and want to help make financial freedom a reality for everyone. Take the first step and get in contact with our dedicated team.
A brief "why us" pitch.
