Start 2020 as you mean to go on and get your finances off to a positive start by booking your free financial health check.
I am sure like everyone else you have been thinking about your new years resolutions and right up there is losing weight, living a healthier life style, quit smoking or drinking etc. Have you also made organising your finances a priority?
At SuisseRock we help our clients create and manage their financial goals and meet with them regularly to ensure they are on track to achieve them. Just like you meeting with your personal trainer and keeping an eye on your weight. We do the same but we keep an eye on your investment strategies to ensure you are on target to achieve your short, medium and long term goals.
By focussing on your finances in this way and speaking with a finance professional on a regular basis, you will notice the benefits right away. No matter what your goal we will be able to implement strategies that will help you achieve them much sooner than you think. With interest rates so low, make sure your money works hard for you and generates positive growth.
In 2019 our clients portfolios were up over 20%. This was mainly down to our low cost ETF advice and also realising gains, going to cash and buying back in when the time was right to do so.