Plan Your Future
We answer to your financial concerns
At Assured Financial Services we assist our clients and potential clients to plan financially for life’s future events both unexpected and desired.
Answering life’s big financial questions – “When can I retire?” … “How much should I save?”… “How much can I spend?” – may seem daunting, especially in light of increasing complexity in markets and tax regulations. So too can specific decisions such as refinancing a home. Knowing when Social Welfare retirement pension will be paid. Our process is designed to address all of those concerns in the context of the client’s big picture. We develop a cohesive flexible roadmap for each client, always prepared to review and adjust as goals and needs change.
We believe our core values – objectivity, a client-first mentality, attention to detail and value – make for a different kind of experience. We offer a choice of fees or commission based remuneration depending on client’s requirements. Additionally, our service offering includes portfolio management, tax and estate considerations, Business considerations, we provide direction for our clients’ financial lives.
Our investment philosophy is straightforward to explain but difficult to execute. Based on the timeless principles espoused by value investor Benjamin Graham, the core of our strategy focusses on selecting managers who buy good companies at bargain prices. Discipline and a long-term perspective are key ingredients for success with this approach, and our professionals are equipped to steadfastly walk with our clients through the inevitable twists and turns of the market.
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