Case Studies

January 13, 2023 | Lifestyle Planning

Investment Planning

Background

Our clients are high net worth individuals, with a steady high-paying jobs. They approached us to discuss their existing savings and plans with their surplus income. Being in their mid-30s, with a young family, they felt it was time to diversify and try and make their capital and income work for them over the long-term. Their main goal was to build up an investment and saving pot that would pay help pay for their son’s university fees and provide them a ‘head start’ when they are 18.

Our Approach

It was clear to us that the couple wanted to fund their son’s higher education and had the savings and income to make this happen. We established how long they needed to save for and the potential cost. We did not want to take a great deal of investment risk due to the importance of their goal. However, we wanted to invest with the aim of beating future inflation.

The Outcome

The above are case studies only and are specific to individual client circumstances. These case studies are to be viewed as information only and for general interest and not as advice or a recommendation to act. Your circumstances and objectives may differ to those found in the case studies.