We are here to help.

At Invest Link we offer a range of investment options, supported by quality advice to help you make wise investment decisions. We do this by:

1

Listening to your needs and goals

2

Finding financial solutions to suit your situation

3

Helping you understand your investment alternatives

4

Explaining the risks and possible returns, and what it costs

5

Helping you establish a suitable investment portfolio

6

And most importantly, acting in your best interests

The first step is a free introductory meeting to discuss your situation.

At this meeting we will discuss our advice process, obligations to you, and our competencies.

We will give you time to consider whether you want to continue, there is no obligation.

It is important that we get this bit right, because good financial advice is a two-way process.

Scope of Advice

Arrange a discovery meeting to establish and define the relationship. Understand your needs, goals and financial situation. Agree the Scope of our Advice. This could be a full investment plan or limited financial advice, such as a lump sum investment.

Client Needs Analysis

Collect information to fully understand your financial situation. This includes personal and financial objectives, needs and priorities. This is a two-way process to ensure that we have all the relevant information to develop our recommendations.

Analyse and Assess

Analyse your situation and assess your goals, needs, and priorities. Develop solutions to help you meet their needs and achieve their goals.

Statement of Advice

Present our recommendations, which will be described in a written document. Update the recommendations to include any modifications agreed with you.

Implementation

Ensure you understand investments utilised to implement the plan. Agree on implementation and responsibilities. Ensure we comply with legal requirements when implementing the plan

Monitor and Review

Agree on a process to review progress. Re-evaluate and adapt the plan if circumstances change.

To take the first step to achieving your financial goals, contact one of our Invest Link financial advisors for a free introductory meeting.

Remember, we will give you time to consider whether you want to continue, there is no obligation. Good financial advice is a two-way process.