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I planned to invest in unit trust for the next 5 years. So, checking if its worthy decision. I am new to investments like this. Any review about St. James’s Place wealth management?
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Luke Ho
28 Apr 2019
Founder and Director at CFX Money Maverick Pte Ltd
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Hariz Arthur Maloy
28 Apr 2019
Independent Financial Advisor at Promiseland Independent
They're a Financial Advisory firm. I haven't worked with them in any capacity but I've heard of a few professionals that represent them.
I suggest looking around for other advisors and firms and hearing other advisor's philosophies on investment planning to see if you understand and agree.
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Any portfolio designed for an only 5 year return and trying to achieve a net positive can't have a risk profile that's higher than Balanced. In fact, even then - despite all diversified portfolios making money after 10 years, there's still a little risk.
So if you've been placed in 80, or 100% equities, the person who you're working with has no idea what they're doing.
I would suggest looking out for that.
If you'd like a second opinion from an investment specialist who would design an asset allocation that is more suitable for a 5 year tenure, you can drop me a message.
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