Investments
Investments
Clients often seek assistance with developing a personalised investment strategy based on factors such as risk tolerance, time horizon, and financial objectives to determine the right mix of asset classes to optimize returns and manage risk.
Personal investment strategies encompass asset allocation, portfolio diversification, market analysis, risk management, tax-efficient investing, financial education, navigating market volatility, sustainable and socially responsible investing. By getting to know each other, we aim to tailor advice to specific needs, and we understand this can vary based on individual financial goals, risk tolerance, and levels of investment knowledge.
Sustainable Investing
Sustainable investing is an investment approach that considers environmental, social, and governance (ESG) factors alongside financial returns. It aims to generate long-term value by supporting companies and projects that contribute positively to society while managing risks associated with sustainability challenges.
Environmental factors focus on the management of Natural Resources, pollution and conservation as well as matters impacting climate change. Social factors address how companies engage with employees, customers, and other stakeholders, while governance factors include ethics, diversity and anti-corruption measures.
While the objectives of sustainable investing are laudable, we also need to be conscious that the realities are that this style of investment can face either regulatory / political pressures or incentives. At Aurelia, we look to identify the importance of sustainable factors to our individual clients and integrate preference into the investment strategy adopted subject to alignment with the clients individual financial planning goals.
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Retirement
Planning
We aim to support and guide clients through the decision-making process on the various areas and complexities of pensions and retirement planning to ensure for a secure and comfortable retirement.
Financial
Planning
We provide a comprehensive customised approach to financial planning by considering our clients’ individual circumstances, needs and goals.
Estate &
Inheritance Planning
As part of a client’s overall financial plan, some of the key objectives are the protection of wealth and income during your lifetime, followed by the preservation of wealth as it passes from one generation to the next.
Corporate
Offerings
Clients often seek guidance on the most effective ways to extract business profits, implement tailored investment strategies, and protect their companies to secure long-term financial stability and growth.
