Whether you’re a high-net-worth individual, a small-business owner or a family man (or woman), your hard-earned money needs managing.
If you think that sounds difficult, it is.
Successfully managing all the factors – an investment portfolio, retail banking, estate planning, legal resources and tax professionals – is almost impossible if you haven’t been trained in how to do it.
Because time is money, we suggest that you get your money it’s very own PA – a Wealth Manager. Luckily, you’re in the right place to do just that.
“Bulls and bears, points and indexes, profit surges, dividends and capital appreciation,” if this jargon is just jargon, don’t even consider playing the stock market on your own, you might as well then take your money to the casino.
The stock market can be risky but also financially rewarding, but to avoid gambling with your money, you need professional help from a stockbroker who understands your investment goals and the volatile nature of the stock market. You need our advice.
So, you’re retired. You can finally relax after 40 years of hard work and saving. You’ve planned and you’ve got to your golden years with a lovely golden nest egg, so you can tick financial planning off of your ‘to do’ list, right?
Wrong. Having a proper financial plan is more important than ever. Your retirement capital needs to last.
You want it to outlive you, not the other way round. You need a financial advisor, with the expertise to carefully and continuously manage your nest egg so that you can continue to enjoy your retirement. Remember – you could be in retirement for longer than your working life.
Investing is the art of using the eighth wonder of the world – compound interest – to work for you while you sleep and play. With so many ways to invest – from stocks, bonds and unit trusts to real estate or starting a business – building an investment portfolio can seem daunting.
At Oracle we’re as invested as helping you to achieve your financial goals as you are, so all you need to do is make the first move.
We understand the complex world of investments and can help you create a balanced, diversified portfolio that works in tandem with your appetite for risk and your circumstances.