Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.
Investment planning is a process that begins when you are clear on your financial goals and objectives. Our Financial Planning process is designed to help you get clear on how to match your financial resources to your financial objectives.
There are thousands of different investments. The most commonly used are cash, equities, bonds and property. Each of these have different characteristics and a good investment plan will usually contain all of these.
By helping you set out clear and measurable goals, we can match the most suitable mixture of investments to each specific goal in the most efficient way. From the outset it is important to build a strong foundation and as your circ*mstance change, we can help you make any necessary adjustments to keep you on track.
We have developed our unique financial planning process specifically for International Expatriates and to conform to stringent regulatory requirements throughout the European Union.
Get in touch with us today so that we can help you get started.
FAQs
Investment planning is an important part of financial planning. It involves understanding your current financial preparedness, identifying your future financial goals, and developing a plan to achieve them. Investment planning refers to aligning your investment to your financial goals.
What is investment answers? ›
Investment is the process of investing your money in an asset with the objective to grow your money in a stipulated time period. Investment can be done in form of various investment plans such as life insurance plans, retirement plans, ULIPs, mutual fund and others.
What is the definition of investment very short answer? ›
What do you mean by Investment? Investment definition is an asset acquired or invested in to build wealth and save money from the hard earned income or appreciation. Investment meaning is primarily to obtain an additional source of income or gain profit from the investment over a specific period of time.
What is investment decision short answer? ›
Investment decision refers to selecting and acquiring the long-term and short-term assets in which funds will be invested by the business.
What is an investment in simple terms? ›
An investment is a plan to put money to work today to obtain a greater amount of money in the future. It is also the primary way people save for major purchases or retirement. With stocks, bonds, real estate, or commodities, individuals can create a diversified portfolio.
What is investment in one sentence? ›
investment | Business English
the act of putting money into a business to buy new stock, machines, etc., or a sum of money that is invested in a business in this way: investment in sth The company has increased its investment in research. They plan to maintain their current level of investment.
What is investing in your own words? ›
Investing is the process of buying assets that increase in value over time and provide returns in the form of income payments or capital gains. In a larger sense, investing can also be about spending time or money to improve your own life or the lives of others.
What is investment explained for beginners? ›
On a high level, investing is the process of determining where you want to go on your financial journey and matching those goals to the right investments to help you get there. This includes understanding your relationship with risk and managing it over time. Once you understand what you want, you just have to jump in.
What is a good investment definition? ›
In summary, a good investment involves a blend of factors encompassing returns, risk management, liquidity, stability, alignment with goals, transparency, quality management, growth potential, cost-efficiency, ESG considerations, and adaptability to market changes.
What is the meaning of investment in one word? ›
noun (1) in·vest·ment in-ˈves(t)-mənt. Synonyms of investment. : the outlay of money usually for income or profit : capital outlay. also : the sum invested or the property purchased.
Investing can bring you many benefits, such as helping to give you more financial independence. As savings held in cash will tend to lose value because inflation reduces their buying power over time, investing can help to protect the value of your money as the cost of living rises.
What is the meaning of financial planning? ›
Financial planning is the process of assessing the current financial situation of a business to identify future financial goals and how to achieve them. The financial plan itself is a document that serves as a roadmap for a company's financial growth.
What is the investment process? ›
An effective investment process combines smart asset allocation, diversification, and well-timed decisions about when to buy and sell. This approach allows you to build and manage a portfolio that aligns perfectly with your financial goals and how much risk you're comfortable taking.
What is investment strategy explanation? ›
In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio. Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate.
What is an example of an investment plan? ›
For example: Every month, you might want to put 30% of your investment money into stocks, another 30% into bonds, and the remaining 40% into a savings account. Adjust those percentages and investment options so that they're in line with your financial goals. Ensure that your plan is in line with your risk profile.
What is the difference between a financial plan and an investment plan? ›
Investment advice is a targeted and specific form of guidance such as investment allocation or an insurance review. A financial plan is a broader, more comprehensive document that can help uncover areas of financial concern and be used as a roadmap to reach your financial goals.
How does investment plan work? ›
A key decision in investment planning is determining whether you're investing towards income or growth or a bit of both. Investing for financial growth aims to increase the value of investments over time. This works well for long-term goals such as retirement.
What is personal investment planning? ›
By definition, Personal Financial Planning is a systematic approach whereby an individual maximizes the existing financial resources through proper management of one's finances to best achieve his/her financial goals and objectives.
