A well-designed investment portfolio is one of the main necessities to achieving financial freedom. It allows one to achieve financial goals, minimize volatility and reduce risk. Diamond Shield Management advisors know-how daunting it can be to form a long-term investment plan, it’s a process that requires the right knowledge, experience and knowhow to make the right series of steps.
The first step towards planning for your future is to undertake a rigorous evaluation of your present. In other words, where are you standing now compared to where you wish to be standing ten years down the line? Once the present is fully understood, it’s then a matter of clarifying your short and long term objectives with your advisor.
The next step is working out the level of risk with which you are comfortable. What is your ideal risk-return tradeoff and what returns do you want to generate? After this is identified, then comes the approach.
Together with your advisor, you will design your asset strategy that is formed with diversification in mind to maximise returns and minimise volatility. This is the real start of the race. Your strategy will, of course, adapt as time goes on and markets change. Whether your future milestone is buying property, starting a business, or retiring comfortably, we will ensure your strategy always puts what matters first.