How it works
We work together to choose your
Our team of InterestMe Financial Planners work hard to ensure that everyone
gets the portfolio that perfectly meets their needs and aspirations.
There are two key factors to consider when selecting your portfolio:
1. Your appetite for risk. Practically all investments carry an element of risk; our aim is to oer you the best opportunities in the global nancial markets, at a level of risk you’re comfortable with.
2. Your timeframe. Investing money over a long period of time is generally the best way to maximise returns, but we understand that some people need more exibility. Choose from a Total Return Portfolio designed to maximise investment returns over longer horizons, or a Flexible Portfolio that gives you the option of taking money out when you need it.
We make reactive investment decisions
Throughout the lifespan of your portfolio, we’ll continuously monitor key market signals in order to make better investment decisions. This approach allows us to protect your portfolio from potential volatility and economic downturns.
We keep you on track
We keep you up-to-date on the performance of your portfolio via monthly investment communications and half-yearly portfolio evaluations. And of course, if you ever have any queries or concerns, our experienced team will always be on hand to assist you.
For more information
For any questions or to get started, please enter your details below and we’ll be in touch shortly.