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Savings and Investments
We will help you to make smart investment choices.
Expert, tailored advice on all types of savings and investments schemes to suit your needs.
Investing a lump sum or regular savings is a great option if you want the opportunity to grow your money over time. Our finance advisors will take you through what to consider before investing your savings and our investment research team will advise on suitable investments that we are happy to recommend based on your risk profile and financial goals.
We start by finding out about you and your investment goals: how long you want to invest for, what is the money required for, have you provided for short / medium / long term financial needs, and so forth. Your capacity to withstand risk is then evaluated. The evaluation considers your income, expenses, assets and liabilities, and your flexibility. There is also an evaluation of your own risk preference, which can be done using psychometric tools.
Psychometric tools are short questionnaires which seek to give a more scientific basis for assessing your risk. We provide investment solutions based on impartial advice as we’re not tied to any banks or financial institutions. We offer access to a broad range of funds with varying levels of risk and return and provide up-to-date information about the stock market to help inform your decision making.
You will be empowered to make the right decisions with our support, knowing that you have a clear roadmap to a secure financial future.
Smart investments for your future
At Hennelly Finance, we believe in putting our clients’ needs first. That means taking the time to understand our clients’ objectives and how they feel about investment risk, including how much risk they can afford to take before we talk about specific investments. Importantly, we will not invest our clients’ money unless the associated risk can be clearly be explained and understood.
Complex products and esoteric asset classes rarely deliver returns which are worth the extra risk. We also know from experience that without discipline, that emotional decision making can result in significant loss when it comes to investments. An investor must stay focused and consistently apply those strategies that are a fit for their own specific life situation and goals and reject distractions such as 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 the following bands:
- Risk Profiling
- Tailored Investment Solutions
- Maximise Investment Return
- Portfolio Building
A cup of coffee and support
from dedicated professionals
We are here to keep your mind at ease with dedicated support from our experts.
Qualified advice for smart investments
Whether you are saving for your children’s college education or have longer term investment goals, our qualified financial advisors provide expert, tailored advice on all types of savings and investments schemes to suit your needs.
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