WEALTH RECOVERY PROGRAMME

• Assess your current portfolio whether Retirement of Investment Funds

• Re-assess your risk profile by completing a questionnaire

• Have a look at time scales for Retirement Fund/Investment Fund

• Set a target fund you wish to achieve over the time scale

• Build a portfolio to complement your risk profile – time profile-target fund

• Use the “House View” options we will offer and other investment options

• Monitor the progress and issue quarterly reports with twice yearly face to face meeting

 WHY DO THIS NOW?

• There are opportunities for “value” investing

• A lot of time and energy spent on this system by this office to learn from the current crisis

• The need to diversify investment types (asset classes) as opposed to seeking offerings from Insurance companies

• Investors need to focus more closely on their retirement/investment funds and get them working again

• A plan and strategy needs to be implemented around the current funds to try and utilise the monies already there

• This strategy will assess your current position versus where you should be or want to be at a certain point in the future

• System used will allow monitoring of performance on your behalf given its focus and set up

• We will implement rebalancing of the portfolio to ensure it is in line with the original asset mix from the outset