Planning of your investment goals is essential if you are going to stand a chance of achieving them and gain an understanding of what you can afford now and what you hope to achieve in the future.

Tony sets out what needs to be clear and precise for you to be able to reach the financial position you are aiming for.

Key Takeaways

  • Consider factors such as your income, age and the future needs that you are addressing.

  • When investing you are allocating your funds to an asset that you hope will grow over time so it is important to consider your investment strategy.

  • The type of account you should consider depends on when you wish to access your money and the amount of risk you are willing to take.

  • You might consider mixing your risk types and take into consideration being tax efficient.

Are you primarily looking for an income from your investments and savings?

Download this free guide to help you understand how find the best income solutions in a low interest rate environment.

Asset Allocation Guide
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