We make sure that you invest wisely to achieve your goals.
Investing wisely and early in life is one of the best things that you can do for your future self.
However, it is not easy to know how and where to invest. You certainly cannot trust every investment opportunity that you may be presented with.
At Futura, we work with you to explore the risks and rewards of every scenario. This is different for everybody as it wholly depends on your personal circumstances.
The market may be unpredictable, but we do hold an objective view that is informed by best practice and market intelligence.
Our Private Investment Services
Based on your needs, we offer two service levels – Perpetual and Progressive. Both bring the same level of professional care and insight, and you can switch if your circumstances change.
Our Progressive Service is based on an annual review and is the ideal starting package for people who want simple support and fewer reviews.
If you would like more regular reviews, perhaps because you have a more complex investment portfolio, our Perpetual Service is for you. It is based on twice yearly reviews.
Both services are available to every client, regardless of portfolio size or income, and suit most investors. However, we will be completely honest and advise if we think a service is not best suited to you.
How we work – the investment process
Every investor is different so we will develop an appropriate strategy to match your unique circumstances and personal goals.
When you first engage with us, we will discuss where you are and where you wish to be financially. Then, we will develop a plan to help you achieve your goal.
We understand that your circumstances will change over time, and so will the market. During our scheduled reviews, we look at what is working for you, and what may need to change. You can leave the rest to us.
The value of investments can go down as well as up and you may not get back the amount you invested.