You need a new car, your house needs upgrading, your children’s university education is approaching. Sound familiar? With so many things vying for your immediate financial attention, it is easy to forget the big picture - the need to build a strategy for the future. The good thing is, it’s never too late to start..
The four elements of Financial Security include:
- Retirement Fund
- Investment Portfolio
- Cash and fixed interest investment
Most people define wealth in terms of an unencumbered family home, adequate retirement fund, diversified investment portfolio and a healthy bank balance.
When you visit ICC, we will assess your current financial position - savings, investments, property, retirement fund, cashflow and disposable income. We will help you to identify your short, medium and long term needs. And we will discuss your risk and reward expectations.