How it works
Step 1:
We work together to choose your
portfolio
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 give you the best opportunities in
the global nancial markets, at a level of risk you are
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.
Step 2:
We make reactive investment decisions
Throughout the lifespan of your portfolio, we will 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.
Step 3:
We keep you on track
We keep you up-to-date on the performance of your portfolio via monthly investment communications and regular 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.