Investment Portfolio Management

In all our services, the distinctive difference in the Wollen Michelmore Financial Planning approach is our interest in the wider aspects of your life.

Whether we are building an investment portfolio or planning for the achievement of your financial goals, we recognise that financial decisions cannot be determined in a vacuum.

Our approach to investment management starts with the need to establish firm goals for the future use of capital.

We then build an investment strategy that takes into account, for example, time horizons for investment and risk, sets investment milestones and provides for regular reporting on performance.

All our clients wish to maximise investment returns at an acceptable level of risk and build for themselves financial security. We work with you to identify your broader financial goals.

We help you to identify your values, your priorities, your dreams and your life goals.

Only when these are clear can we and you make informed financial decisions that contribute to the achievement of your goals.

Ultimately, this gives you peace of mind about your finances because you know that your financial decisions are in balance with the other values and priorities in your life.

Where appropriate, we encourage you to re-think your priorities, values and plans.

There are other financial planners who can give tax advice, investment advice and estate advice but no one integrates and embraces the 'Wollen Michelmore Financial Planning' approach into their overall philosophy.