Investment Advice
Our approach to investing is different. Firstly, we will not invest our clients’ money in any financial instrument where the risks cannot clearly be explained and understood complex products and esoteric asset classes rarely deliver returns which are worth the extra risk.
We believe that it’s more about the person than the money. We realise the need to understand our clients’ objectives and goals and how they feel about investment risk including how much risk they can afford to take before we talk about specific investments.
We also know from our long experience, that without discipline our clients’ investments can fall prey to their emotional decisions resulting in significant losses. Unless an investor focuses on using strategies appropriate to not only their own specific life situation and goals they can become distracted with the latest financial fashions, many of which are not relevant to their circumstances.
Our robust approach to risk profiling and asset allocation, coupled with our knowledge and expertise, allows us to consistently match the risk-return profile of each of our clients with an appropriate, client specific investment strategy.
Our Investment Advisors research, profile and analyse a wide array of investment products and services, determining relative value amongst competing investments. We classify all investments into seven categories of risk upon we which we will blend a portfolio of funds with overall levels of volatility within stated bands.
- Risk Profiling
- Tailored Investment Solutions
- Maximise Investment Return
- Portfolio Building
When we are giving Investment Advice to our clients we need to obtain the answers to the following questions:
What is the aim of the Investment? • Are you saving for retirement? • Are you looking to provide for your children’s education? • Are you looking to provide for a potential future expense?
What time frame are you looking to invest for? • When will you need the money?
What amount of risk are you comfortable with? • Would you like a Guarantee? • Would you like a potential bonus every year? • Would you like to participate in the Stock Market?
How much are you looking to invest? • Is the amount a once off Lump Sum or will it be regular savings? • What percentage of your total savings are you willing to invest?
Once we have gathered all your answers we can then search the market to ensure that we provide you with the most suitable product for your specific needs.
Understanding all the options available and finding the most suitable option for your needs can be a daunting task – that’s why our team of experts at Hennelly Finance are here to help you make the smart investment decisions.
If you would like to receive further information from Hennelly Finance about Investments and Savings, call 091 586500 or email
