Personal Investment Advice

Aquila Financial Advisers Limited - Comprehensive Financial Advice

Many of our clients want more than just transactions. They want personalised advice which is appropriate to their circumstances. This is why many of our clients choose to access the services of our wholly-owned subsidiary company, Aquila Financial Advisers. Through Aquila Financial Advisers, we can offer you high-quality comprehensive financial planning and investment advice.

Specific services include the preparation of your full financial plan and ongoing advice surrounding your investments, retirement planning, insurance, asset protection and estate planning.

The Benefits for you

Understanding your financial needs is an important step in setting your future financial goals. Our advisers can spend time with you to understand your needs and objectives and then construct a personal financial plan tailored especially for you. The plan would be comprehensive, covering a range of areas including some or all of the following: cash and debt management, tax planning, risk management (insurance), trust and estate planning, investment planning, retirement planning.

Working with a financial adviser can increase your investment returns. A 2001 survey from Financial Research Corporation found that investors who use financial advisers tend to experience slightly better returns than those who do not rely on professional advice.

Most investors make financial decisions based on their emotions and then rationalise intellectually. A financial adviser can help you avoid this pitfall. We offer you:

• Expert help from an experienced and qualified adviser, identifying and quantifying your financial objectives and providing you with regular updates and reviews
  
• The assurance that, as your financial situation or objectives change, or as significant trends develop in the economy and investment markets, your financial plan is being monitored and reviewed by your adviser
  
• The confidence of knowing you have plans in place to achieve your goals
• The ability to protect assets and cope with financial losses (including insurance)
• The ability to safeguard your wealth for your family’s future

If you are interested in the extended range of services provided by Aquila Financial Advisers, please contact Fritz de Boer (CFP), Financial Planner
To contact Fritz please click here
To read Fritz's disclosure statement please click here