Wallace Financial can advise on all types of investments from the very traditional right through to some you might not have heard about

Savings & Investments

We offer impartial advice on the following:

  • Lump sum Investments

  • Regular Savings

  • Educational Plans

  • Structured Bonds

  • Long Term Strategies

  • Corporate Investment Options

Investing your money is one of the single best ways to achieve your financial ambitions. Not only does your money get an opportunity to grow, but once you’re careful to diversify your investments and take a medium- to long-term approach, you can limit the amount of risk you take, if any, to match what you are comfortable with. If you are considering investing your money, here are a few questions to ask yourself:

  • What kind of a return do I want from the money I invest?

  • What level of risk am I happy with?

  • How long do I want to invest for?

  • What are the tax implications?

  • Do I want a regular income from my investments?

Wallace Financial works together with our clients, in unearthing the answers these questions which will allow them to build the most suitable investment strategy that matches their needs and objectives. We want our clients to consider and answer the following:

Retirement Benefits

What must we consider?

  • Your investment goals
  • Attitude to risk & Risk tolerance
  • Time horizon
  • Age profile
  • Liquidity Split
  • Transaction costs

Your investment aims?

  • Creation of wealth
  • Preservation of wealth
  • Capital Growth
  • Regular Income return
  • Educational plans

Investment Options – Which Asset class?

  • Cash or Deposits
  • Bonds
  • Equities
  • Property
  • Commodities
  • Alternatives

Principles of Investment – What strategy to take?

  • Risk Management
  • Risk V Return
  • Diversification of Assets
  • Don’t put all your eggs in one basket
  • Sticking with the plan!

We take the time to understand the extent of your financial needs and ambitions, helping you discover the type of investor you really are. We implement the following 4 step process to get the best results:

  • Review your financial circumstances and ambitions

  • Establish your attitude to risk and volatility

  • Choose the best market opportunities

  • Monitor your investments

Wallace Financial believes that attention to detail and personalised client service will set us apart from our competitors. We are highly qualified to manage your investment portfolio dealing with any queries you may have on an ad-hoc basis during the term of your investment journey.