Time for a Financial Review?

Posted on 8th August 2018 by Trevor in Blog |Finance in Focus

 Your financial aspirations are too important to be compromised by inaction – and you need to ensure that your finances continue to be suitably positioned before and after the next big financial shakeup.

We now have all-time low deposit account interest rates and rising stock market volatility coupled with all-time high stock market valuations, so it’s more important than ever to be confident of being on track to realize your objectives.

Sometimes a kick-start is needed to think about, discuss and plan one’s financial future.

What are your financial goals? Perhaps you are looking for capital growth, a regular income, to save for your children’s education, or minimize your tax bill?  At the very least, you will want to preserve your wealth and make a return in excess of inflation.

Whatever your short, medium and long-term goals, we’re here at Banner to help make them a reality – no matter how complex your financial affairs are. Of course, your personal circumstances are unique, so we tailor our investment advice accordingly. Broadly speaking, this involves four key stages:

  • Assessing your financial position – this includes understanding your current circumstances, aspirations, goals, and appetite for risk.
  • Developing a comprehensive plan – one based on robust and rigorous investment principles, such as effective diversification, strategic asset allocation, value for money, and consistent performance.
  • Putting your plan into action ­- we provide a clear timetable of what we will do and by when.
  • Staying on track – we can monitor and review your plan regularly, providing updates and reports.

Over the last 37 years in Japan, Banner has acquired broad investment experience and focused advice. With proven experience, you can access expert advice on virtually every type of investment – equities, commodities, property or bonds – in the local or international markets. We can also advise on using tax-efficient structures, pensions and investment bonds, as well as more complex and highly specialist schemes and trusts structures. It also means we can look at your finances ‘all round’ and so provide the right solutions that take into account the bigger picture.

Banner, since 1979, has helped thousands with their investing and the Banner team look forward to the opportunity of working with you.

email now info@bannerjapan.com

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