Have you ever wondered why there is so much dissatisfaction among investors? As an adviser it often seems that half of the population is afraid to invest at all (c€120bn currently in bank deposits earning no interest) and the other half is taking too much risk and having a bad experience.
The reason that there is so much dissatisfaction among investors is because so many investors come at the process of investing in reverse, deciding what they are going to invest in first, and expecting it to get the result they want later. In most decisions we make, we (sometimes unconciously) decide the result we want first and then determine how to get there.
Choosing the investment first is the motoring equivalent of deciding to drive across the country at 100mph. If it works you will get to your destination really quickly, but if you thought about it a bit longer you would probably decide to increase the chance reaching your destination by choosing a speed (level of risk) which was more likely to result in a successful journey.
If you want to adopt a more considered approach to investing, contact us today on 01 546 1100 for a no obligation discussion or book a 15 minute video call with us here.
Read some of our recent articles in publications such as The Sunday Times and Business Post by clicking on this image.
If you are concerned about selecting an adviser via the internet, we suggest that you watch this video. We also provide a number of suggestions here about how you could get comfort that we are the right adviser for you.
BOOK A FREE NO-OBLIGATION CHAT
We’re operating as normal during Covid. Contact us now for a free no obligation chat;
By Telephone 01 546 1100
Use the Form on this Page
Email to [email protected]
Book a Zoom call with us here.
Happy to start the process? Click here to complete a factfind and tell us your objectives
The material and information contained on this website is for general information purposes only. Neither the writer nor Highfield Financial Planning Ltd makes any warranty as to the completeness, accuracy or reliability of the information or the suitability or availability of products or services, referred to on the website, for any purpose. You should not rely on any information contained on this website as a basis for making any financial, legal, taxation or other decision. The information presented does not include all the considerations which are relevant to the topic discussed as to do so would render it un-readable. When considering any financial issue you should seek the advice of a suitably qualified adviser.
BOOK A FREE NO-OBLIGATION CHAT
We’re operating as normal during Covid. Contact us now for a free no obligation chat;
By Telephone 01 546 1100
Use the Form on this Page
Email to [email protected]
Book a Zoom call with us here.
Happy to start the process? Click here to complete a factfind and tell us your objectives
The material and information contained on this website is for general information purposes only. Neither the writer nor Highfield Financial Planning Ltd makes any warranty as to the completeness, accuracy or reliability of the information or the suitability or availability of products or services, referred to on the website, for any purpose. You should not rely on any information contained on this website as a basis for making any financial, legal, taxation or other decision. The information presented does not include all the considerations which are relevant to the topic discussed as to do so would render it un-readable. When considering any financial issue you should seek the advice of a suitably qualified adviser.
About Highfield Financial Planning
We provide superior advice on Financial Planning services to business owners, professionals and their families. The principal of the firm Eoghan Gavigan has over 25 years’ experience in banking and finance across Treasury, Lending and Wealth Management and is a Qualified Financial Adviser (QFA) and a Certified Financial Planner (CFP). The CFP qualification is the world’s most respected industry designation, held by only a select number of advisers. As Specialist Investment Advisers we can provide you with detailed investment advice on your pensions and investments.
We want you to be comfortable in your dealings with us. We provide a number of suggestions here for ways that you may be able to obtain comfort that we are the right Financial Planner for you.
Our Process
Why We Changed Our Business To Focus On Financial Planning
Having been involved in Financial Services for over 25 years our experience is that most people feel that they aren’t well served by the traditional financial advice model. Commission based sales creates a huge conflict of interest as in order for a financial adviser to be paid for his work he must sell you a financial product.
Many people who approach us for financial planning services tell us that they feel that what they have been getting is sales, and they want advice.
Our most successful clients use Financial Planning to manage their finances and accumulate wealth. Studies have shown that people who engage in Financial Planning are more on track with their financial affairs and have higher net worths.
Who Is Financial Planning Suitable For?
- You own your own home or are planning to purchase a home soon
- You have surplus income (although you may well feel that it is not being used optimally)
- You may have financial products (pensions, life assurance, investments etc) but they were sold to you by someone who had a target to achieve
- You are interested in developing a cohesive plan to achieve your financial objectives
Want to hear more?
Make contact today and we’ll explain the benefits of lifestyle financial planning.
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