Enough money to start my dream business.
Investment Planning
The Greengrass way
Whether you’re looking to make your first investment, or wanting to protect your existing savings, Greengrass Wealth Management will help you to find the best solution for your financial needs.
Greengrass Wealth Management is different to most financial planning practices. We are our clients’ partners on their lifelong investment journey. We don’t do “off-the-shelf solutions”. Your plan is customised to your individual financial needs. Our consultants will structure a programme according to your specific investment horizons and appetite for risk.
We use 4 building blocks to generate long-term investment plans:
1. Cash
2. Preservation Fund
3. Product Growth Funds
4. Long Term Growth Funds
Our investment approach is what sets us apart
We believe that a sound investment plan is possible only when you ask yourself and your advisor the right questions.
We report back on your portfolio performance on a quarterly basis, clearly illustrating growth and returns. This allows both the advisor and the client to determine if the plan is on track to achieving its long-term objectives.
It also enables changes to be made to the asset allocation or fund managers quickly and efficiently.
These questions are likely to include:
1. What are my investment goals?
2. When will I need the money?
3. What level of risk am I comfortable taking?
4. How much money do I have available to invest?
5. How frequently can I invest?
6. What are the available investment choices?
Greengrass offers these core services
Investment
Planning
Whether you’re looking to make your first investment, or wanting to protect your existing savings.
Retirement
Planning
Most people dream of a retirement where they can enjoy the fruits of their hard work.
Income and Life
Protection
In the event of your untimely death or a chronic illness, you want to ensure that your family will be provided for.
Succession
Planning
Although it is a difficult subject to think about, we will all leave the world one day. This we cannot change.
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