Investment planning is a process that begins when you have identified clear financial goals and objectives that you hope to achieve with a certain timeframe in mind. The financial planning process developed by the advisers at EKS Financial Solutions is designed to help you best utilise your financial resources in order to obtain your financial objectives.

There are numerous different types of investments. The more commonly used investment types are cash, equities, bonds and property. Each of these have different income, growth and risk characteristics and a good investment plan will usually contain an element of all of these.

By helping you set out clear and measurable goals, we can identify the most suitable mixture of investments to your specific goals in the most efficient manner. It is important to build a strong investment foundation, one which affords you with the ability to initiate changes as and when your circumstances change, so as to keep you on track to achieving your stated objectives.

Some of the investment options and strategies we provide include:

• Direct shares
• SMA (Separately Managed Accounts)
• Property
• Cash
• Bonds
• Fixed Interest
• Managed Funds
• Repaying or Offsetting Home Loan Debts
• Personal Debt Reduction
• Gearing Strategies
• Saving Strategies

At EKS Financial Solutions, our advisers have the expertise and experience to ensure that you approach all your investment decisions fully informed and with the added confidence of knowing that your financial plan has been well thought out and is aligned with your stated goals and objectives.

Our trusted relationship with our loyal cliental is built on the premise of understanding each one of our client’s individual circumstances and acting in their best interest in endeavouring to obtain the best outcome for them. From our initial meeting, we take the time to explore your individual financial and lifestyle aspirations, applying a disciplined, four-step process so as to create a personalised strategy, tailored for each client.

1. Understanding. We begin by developing a deep understanding of the important issues that will shape your financial plan, including your goals and objectives, personal priorities, financial resources and attitude toward risk.
2. Strategy. Next, we work with you to create a personalised strategy, structured around your stated goals and objectives.
3. Implementation. Once we have agreed on an appropriate strategy with you, we put it into action, creating a customised portfolio tailored to your needs.
4. Review. Your portfolio is constantly monitored to ensure you’re on track to achieve your goals and objectives. We will meet at least annually with you to review its performance, explore new opportunities, identify emerging risks, and understand your evolving needs.

All investment products and portfolios are carefully selected and approved by the AFSG Investment & Research Committee in partnership with its research partner Zenith Investments before being offered to our clients. The Committee consistently analyses and reviews the numerous investment options that are presented to us by a broad range of investment managers.