Planning the rest of your life can be a daunting task for many people. This is also true for finding the right financial adviser to take care of your investments. Every financial adviser will attempt their best sales pitch to ensure they gain your business, but can you really trust what they do behind the scenes?
At Callisto we follow four fundamental principles when we meet and engage with new clients at our firm. These are:
- Clients First, Always – We put your best interests first, and take the time to listen and discover what’s more important to you.
- Life Planning – By thinking carefully about what you want from the future, and then putting in place a plan to achieve it, you can relax knowing that your money is working hard for a purpose.
- Investment Philosophy – It is about focussing on what we can control, along with steady growth over the long-term and not reacting to day-to-day events.
- Portfolio Implementation – Once we get your investments in order, it is important to maintain it properly to ensure you stay on track.
At the heart of Callisto is our founder, Andrew Platt who is passionate about helping people to discover which direction they want to take their lives, and putting in place a long-term financial plan. Andrew has also studied the dynamics of investment returns for many years and these insights shape our fundamental beliefs on how to put a long-term investment strategy in place to help you achieve financial freedom. If you wish to find out more about Andrew, take a look here.
What’s important about money is that it allows you to achieve and enjoy the things that matter most to you. We encourage you to think about the latter stages of life and we find out what makes you ‘tick’. This could be travelling at home and abroad, spending time with family, starting or resuming hobbies, volunteering, and many other pursuits that are important to you.
When we have uncovered your goals in life, we then gather information about your current situation, analyse what you have now, and see if there are any gaps that may limit your chances of achieving financial independence. This is backed by state of the art cash flow planning software. Thinking of future problems and addressing them now can be a great weight off your mind.
As soon as we have the framework of a long-term financial plan in place, we take a look at your current investments and provide an objective recommendation on the structure, fees and charges, and whether they match your goals and your attitude to risk.
We believe that the key to successful investing is risk management and adopting a long-term view. Investors can be blown off course by overlooking risk and being tempted by current fads. There are fundamental principles which we believe that if an investor follows, then they will have a successful investment experience. Click here to find out more.
Once we have your financial house in order, it’s vital that we make sure that you don’t drift off course. We do this with regular reviews, when we gather any new information and ensure that your plan is still on track. We also rebalance your portfolio to ensure that it continues to reflect the risks that you are willing and able to take; and provide regular newsletters to ensure that you don’t get drawn into the financial media, and maintain a long-term perspective.
We call what we do the Callisto Way and we think that it’s the secret if financial peace of mind.
Why not pop in for a coffee and a chat about your plans and your investments. We’ll review your portfolio with you and give you a second opinion. If we think it is well-suited to your long-term goals, we’ll happily tell you so. But if we think it isn’t working as well as it should, we’ll explain why. Give us an hour and we’ll show you how to get the best out of your life and your money.