Investing

Under new regulation effective from 1st July 2011, Investment related products have been classified as Category 1 products and any advice sought can only be from an Authorised Financial Adviser.    At Canterbury Financial Services Limited, Mark O'Donnell is our Authorised Financial Adviser, and he is able to give you advice on these and other financial products.  Mark's disclosure statement is available on request and free of charge, and a link to this is also provided at the bottom of this page.
 

 

What is Investing?

Investing is putting your money to work to create income or grow your wealth. It's about understanding your current and future needs and developing a plan (or investment strategy) that will help you move through life.  More....

 

Diversification

Diversification - spreading your investment funds or "not putting all your eggs in one basket" - is considered by specialists to be one of the fundamental keys to effective investment. Smart diversification allows you to factor out much of the volatility, and hence risk, associated with your investments. The key is to shape a balanced portfolio of investments under your overall strategy, rather than considering investments individually.  More....

 

Time In The Market

Time is another critical factor in determining the earning potential of your investment portfolio.  More....

 

Your Strategy

It's vital that you have a clear understanding of what you're actually aiming for by investing. Your objectives will directly affect the type and proportion (or asset allocation) of investments you make, the time frame you're working towards, the total amount you should invest and the rate of return you should aim for.  More....

 

The Grosvenor System

6 reasons why we are a member of the Grosvenor Group.  Click here 

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