Castle Investments SA
Financial Services - , ,
Castle Investments SA Employees
Castle Investments SA Details
Investing is one of the most important decisions you will make in your life and to help you make the best choices you need an experienced professional. In my dealings with clients I have found that investing can also be very personal and emotive and it is important that these aspects are taken cognisance of. In working with clients I draw on my 15 years' experience in the industry and my psychology background. The first step in assessing a client's needs is to determine their appetite for risk and what their investment goals are, be they medium or long term. This is a continuous process and the client's requirements, as well as the investment choices, need to be monitored and evaluated on an on-going basis. An advantage of dealing with a boutique firm such as Castle Investments is the consistency of dealing with one professional with whom you can develop a history and who gets to understand your needs and requirements, hopes and fears around investing.
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