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Investment Advice

Investment Advice

With thousands of investment options how do you make the leap from just saving to investing?

Firstly, we need to find out what type of investor you are. We look at your circumstances then take into account your attitude towards investing. We endeavor to get a firm understanding of the stage you’re at in your life cycle (carefree and single, or retired, or anything in between) versus whether you have an aggressive or conservative tolerance to investment risk. Once these are known, then we can begin to recommend investments that are in your best interests.

At Grand Ridge Financial we believe Investment is not about luck. Investing should be a long-term strategy but you certainly shouldn’t set and forget it. Successful investors develop a plan, manage the process and monitor their choices. We can provide guidance with all of these steps. We see our role as one of collaboration where we equip you with sound market intelligence and prudent financial advice so you can make decisions that match your investment profile and goals.


We can help you decide where best to put some cash away for that rainy day, or perhaps even that sunny day .... on a yacht .... in the Mediterranean.

Saving for a specific goal is particularly motivating. Many people save for a car, a holiday, a wedding, a house deposit or their children’s education. Saving for retirement is also something everyone needs to think about at some stage in their working life.

A realistic, achievable short-term savings goal is an important aspect of getting you in the savings habit. For example, reducing spending on non-essential items and of course drastically restricting the use of your credit card can be an easy way to free up cash for saving. Setting up a direct debit is also a fuss free way to make you save. Once it’s set up, the withdrawals and deposits happen automatically and you don’t miss what you don’t see. Grand Ridge Financial can look at which savings accounts suit your goals, your time-frame, and your circumstances.

Getting into the regular habit of putting money aside makes saving for the long term just part of your financial life, rather than a temporary measure. Savings accounts are an obvious choice, but long-term savings also come in the form of investments and retirement planning. We can explore these options with you to provide a saving solution that is right for you.


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