The first quarter of the current financial year is testing the resolve of many investors as a range of economic and financial factors triggered some of the biggest falls on global equity markets that we have experienced for many years. Much of the strong investment gains achieved over the last year were effectively wiped off in just a few weeks, underscoring just how volatile trading markets can become. So it’s important to take a carefully considered approach when looking at what investment options there are, and then determine what investment styles are most suitable to your needs.
A lot depends on your risk profile, and it’s important to work with your financial adviser to determine a strategy for achieving your desired objectives that is tailored to your individual circumstances.
In this issue, we take another look at transition to retirement and the latest rules. And we focus on risk protection by taking a look at key person insurance, an insurance that business owners should consider to protect them from unforeseen events.
As always, if you would like more information on any of the topics in this newsletter, or any other investment advice, please feel free to contact us at any time.
