Connect Financial Services uses a strong portfolio of professional systems and research tools to always ensure that when giving Investment Advice, we are up-to-date with the products, options and tax treatment of all the products available to our clients.
To create an investment portfolio that best meets your objectives and needs, it is important we take into account your Attitude to Investment Risk. Through use of an attitude to risk analysis system, we utilise a questionnaire with questions that cover all aspects of investing and possible outcomes, which provides us with a Attitude to … Read more
Over the years, investment professionals have analysed the affects of asset allocation and It is now widely accepted that this is the main factor that leads to controlled investment growth and limiting losses. Careful planning and spreading an investment portfolios assets across a selection of asset classes and geographical locations allows us to expose you to … Read more
To ensure we recommend the very best funds available, Connect Financial Services have their own Fund Panel. We use many analysis techniques and utilise a selection of investment programs to assess the best funds within each investment demographic. Having reviewed each demographic and the funds available, we have criteria that we follow to select and … Read more
The sheer number of investment options available today is enough to bewilder the average investor into never making a decision and makes the requirement for getting Investment Advice from a qualified experienced Independent Financial Adviser greater than ever. Analysing the available options in terms of the possible returns, risk, and tax treatment, is a complex … Read more
Selecting which of the available Investment Products you wish to use or consider can be a daunting task. Whether you have a specific goal in mind, or you simply feel you want your money to work harder for you than it does in the bank, putting money aside and planning for the future allows many … Read more