Carrington are experienced in providing investment recommendations that find the right balance between risk and return that is tailored to you and compatible with your long-term goals. Our financial advisors are transparent about the advantages and disadvantages of investments as a tool for wealth creation.
Investments routinely feature as one element of a broader financial plan, and diversification across asset classes is very important. You don’t want to put all your eggs in one basket!
Broader investment options include ETFs (exchange-traded funds), SMAs (separately managed accounts), direct shares and managed funds. Although investments such as these have the potential to provide attractive financial returns, there are several inherent risks involved. For this reason, there are many factors to consider when considering investing as part of a financial plan.
We know that a successful investment strategy starts with a clear set of objectives. Our advisers will work with you to identify your goals, consider your current financial situation, and understand your future needs. A detailed insight into your own individual circumstances will allow our advisers to determine if investing is a suitable strategy for you.
Once an investment strategy has been agreed upon, our team will maintain oversight of your investment holdings to ensure they are working towards meeting your financial aims, including any existing holdings. We will manage your portfolio and respond as financial markets change and new opportunities emerge.