Wealth
Gameplan Financial Planning and Wealth Management services give you full control of your finances so that you’re ready for whatever life throws your way.
Gameplan Financial Planning and Wealth Management services give you full control of your finances so that you’re ready for whatever life throws your way.
Our first conversation won’t be about money. It will be about your life and what you want to achieve.
We will ensure you always remain best placed to achieve your goals using our six-step process:
01. Discuss and assess your current financial situation
02. Work with you to develop your financial and life goals
03. Identify possible courses of action available to you
04. Evaluate alternatives and decide which will suit you best
05. Create and implement your personal financial Gameplan
06. Review, evaluate and revise the plan at least annually
A result of most financial plans is a need to invest money to outpace the eroding effect of inflation and ensure you have funds available to meet your goals.
It might be a pension to fund retirement, investments to pay for university fees, or tax-efficient portfolios to mitigate inheritance tax. That’s where our wealth management service comes in.
The Gameplan risk-managed portfolios are overseen by our in-house investment committee, which includes external representation from our investment partners.
Our investment philosophy is built around three core beliefs:
We select funds and products from a diverse range of solutions. If your aims and objectives can’t be met by our own Gameplan portfolios, we’ll work with one of our investment partners to build a solution that ensures you have the best chance of success.
Wherever possible or appropriate, we use index funds to gain market exposure, reducing the cost of your portfolio.
We’re disciplined investors, not speculators. Well used to managing client emotion and behaviour, we’ll give you calm advice when all about you aren’t.
Please note: Investment can place capital at risk, therefore, we would encourage you to seek professional advice before deciding to invest.
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