- What is an investment advisor?
An investment advisor is a professional who provides guidance and advice on investment-related matters. They assist individuals, families, and institutions in making informed decisions regarding their investment portfolios, taking into account their financial goals, risk tolerance, and investment preferences.
- What does an investment advisor do?
Their primary role is to help clients make informed decisions about their investment portfolios and assist them in achieving their financial goals. Some of the key tasks and responsibilities of an investment advisor are client assessment, investment planning, investment research and analysis, and portfolio management. An investment advisor should also be in regular communication with their clients updating them on performance and relevant regulatory changes.
- Should I use an advisor or do it myself?
Deciding whether to use a financial advisor or handle your finances on your own is a personal choice that depends on several factors, including your financial knowledge, time availability, complexity of your financial situation, and comfort level with making financial decisions.
When considering the cost of a financial/investment advisor, it’s essential to weigh the cost against the value you expect to receive. A good advisor can provide comprehensive financial planning, investment management, tax strategies, retirement planning, estate planning, and other services that help you work towards your goals. If you’re unsure, you should consider consulting with one of our financial advisor’s for an initial consultation.
Investments
Build an investment strategy to match your needs and meet your goals
Secure your tomorrow, today!
At Rockwell when it comes to investment advice we don’t believe in making it complicated.
And because we have no ties to major institutions or banks, we are firmly in your corner.
Getting to know you and your needs and goals is the first step of our process.
The basics of investing never changes – it’s about risk and reward.
But at Rockwell, we work hard to tilt the balance of risk and reward in your favour through appropriate advice and strategic thinking.
We work closely with you to establish your attitude to risk and reward, and based on an assessment and analysis of the information you provide, your Rockwell Wealth Advisor will propose an investment strategy to meet your investment needs and objectives.
Book an Investment Consultation
Your Investment Consultation
Speak to our dedicated team of expert wealth advisors with more than 30 years of experience delivering positive financial results for our clients. We provide actionable advice tailored to your unique financial situation and financial goals.
Understanding your Investment Opportunities
We help guide you in choosing investments suitable for you, designed to meet your goals. We identify world-class investment managers across a range of assets including equities, bonds, sustainable and ethical investments, alternative investments, private equity and property.
