wealth Accumulation Advice
Savings and investment strategies are more than just superannuation and paying off your mortgage.
Savings and investment strategies are more than just superannuation and paying off your mortgage. LFS has a range of investment savings strategies and investment products available to offer clients that they have developed over more than 30 years. Helping clients identify, articulate and achieve their financial lifestyle goals is part of the holistic approach to financial planning that LFs delivers. This process involves LFS advisers:
- Establishing a risk profile.
- Identifying a time frame for various goals.
- Assessing savings capacity.
- Selecting appropriate investment vehicles and products.
- Continuous review of this process.
“You cannot ‘set and forget’ investments, the world is very different now from what it was like 15 to 20 years ago, and investment strategies and products must be managed in light of this new environment.” says Simone Vanden-Driesen. “In a global economy, things change quickly, and having the flexibility to make sure your wealth accumulation plan can adapt to these changes is part of our role. Giving clients flexible review meetings to discuss their changing needs as they happen, instead of waiting until the next year, makes a difference to the outcomes achieved.”