This entire website is written to inform and to convey our investment philosophy.
Below are links to three important components of our investment philosophy:
Please click | |
An essential part of the planning process is you, the investor. The Financial Planner is there to meet the needs and requirements of his or her clients. Many studies show how one of the most damaging components of investing is the behaviour of investors. Just 30 minutes of reading the information on our website could provide you with the tools and knowledge to avoid these mistakes. | |
It is necessary to be the best possible planner. The page "What Makes a Good Financial Planner" covers necessary attributes for excellence in financial planning. In Your Interest Financial Planning fulfils these. | |
The Investments | In Your Interest Financial Planning is a member of FYG Planners. Peter Mancell from FYG Planners wrote the attached excellent document that covers our portfolio construction process. |