IT'S ABOUT MEANING

Creating investment solutions that add value to your life

Goals-based investing links your investments to life events. It moves the focus away from the money to what the money is intended for! Just like an artist uses different brushes and colours to create a painting, the investment solutions used to achieve life goals should be different.

Each of your goals is different in terms of its importance, significance and the consequence it has for your life, therefore each goal should have an investment strategy that takes that into account. The type of goal determines the type of risk the investment should be exposed to, the return range that could be expected and the probability of achieving the stated outcome.

Goals-based solutions defines clear outcomes that are linked to life events. This ensures that the investors understand the context of the investment solution and enables them to evaluate the progress they are making in achieving their goals. It also ensures that the investment solution is managed in a way that is aligned with the type of goal.