Should you save or invest?
Really, it’s not a case of either/or, because saving is a type of investment and the words are sometimes used to mean the same thing. We’ll help you cut through the jargon and identify investments, products, and/or savings plans, that are right for you.
To make the most of investing, the expert team at Milestone will help you build an investment plan around your life goals. For example, if you want to obtain a regular flow of income from your investments, we’ll take a very different approach from someone who wants a large lump sum of money at a certain point in the future.
Within your investment plan, we’ll also factor in your attitude to risk (which should vary according to your stage of life). We’ll ensure any risk is properly managed so that your investments and savings deliver; giving you peace of mind for your future.
Get in touch with the expert team at Milestone Financial Planning to arrange an initial no fee, no obligation meeting to discuss your investment goals.