Investment Planning
Investment planning is the process of matching your financial goals with your financial resources.
CSfin assists you in coordinating your financial goals and objectives with your financial means. It is an important component of holistic financial planning. The most commonly used investments are investments in cash, equities, bonds and property. These assets are normally packaged in unit trust funds managed by large investment firms with long track records of success.
We manage investments on a client specific basis. We consider your personal circumstances, objectives and risk tolerance when we construct your financial plan. Investments are managed in a tax efficient way to ensure optimal after-tax returns.
Investment planning becomes important the day you receive your fist salary and stays relevant throughout your career into retirement.
Benefits of investment planning:
- Generate income and/or capital gains
- Enhance your future wealth
- Strengthen your investment portfolio
