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We have all kinds of solutions.
YOU HAVE ALL KINDS OF FINANCIAL NEEDS
WHEN IT COMES TO YOUR FINANCES, WHATS ON YOUR MIND?
Maybe it’s retiring comfortably – and confidently.
Or maybe it's giving your kids the best educational opportunities.
Perhaps you just want a solid financial foundation for the future.
Or maybe it's something else.
01
PLAN FOR RETIREMENT
Live the way you want in retirement. Get tailored advice on how much to save and invest in the right tax-advantaged accounts to grow your money.
Accounts: TaxFreeSavingsAccount, Ra, Pension & Provident Funds, Living Annuity
02
INVEST YOUR SAVINGS
The capital you have saved that isn't earmarked for short-term expenses could work harder for you in a long-term investment account.
Vehicles: Offshore Investments, Money Market, Trading Online, Managed Portfolios
YOU HAVE GOALS.
WE HAVE WAYS TO HELP YOU
REACH THEM.
We start with your goal—the reason you're investing.
Then, we make various recommendations: risk level, amount to invest, and type of account.
This type of personalised strategy is called "goal-based investing," and research shows it improves outcomes by encouraging optimal behavior and more precise wealth management.
Check up on your investment whenever, wherever
With the Balamory Wealthportal you can review your portfolio, track performance, analyse asset allocation, whenever you want—at no extra cost.
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