10. Investment Plan



Your Investment Plan is the last step towards being Financially Well Organised – after you’ve sorted out your estate, structured your financial affairs so that your risks and tax are minimised, your debts are under control and your assets protected.

After all there seems little point in developing an Investment Plan if your investments have to be sold prematurely because of poor planning or returns are eroded over time from paying too much tax.

Develop your investment strategy in sync with your personal and financial goals and objectives. Also take into consideration  what your attitude is towards risk. Lastly, you should focus on the preservation of your capital.

Our Investment Plan resource is available for viewing or download if you want to learn more about risk, returns and how to avoid investment pitfalls. For a comprehensive and effective Investment Strategy, call FWO on 07 3833 3999 or contact us online .