Investment planning can be complicated, with so many areas to consider it can be hard to know where to begin. Our Wealth Platform can make managing investments a little easier.
This does not constitute advice and advice should be sought in all instances before acting on it.
Do you need to start out with one big lump sum or regular amounts over time? Maybe you have already been investing but don’t know if you’re on track to meet your investment goals.
At Dental & Medical Financial Services, not only do we have years of experience in helping doctors and dentists build and protect their wealth, we also offer tools and solutions to help your money grow.
Our Wealth Platform
With The Wealth Platform (accessed via your Client Login) you can monitor your investments, as managed by us.
We know that dental and medical professionals are busy, but we recommend that all our clients continue to review their investments’ performance, and the easy-to-use platform helps you to do this.
Investing is all about staying the course despite market shifts, but it’s still important to know how your money is doing.
So, for real investment success, you will need to make a habit of regularly logging into the wealth platform to check on your results. Doing so will help you keep track of the progress of your investment plan because the most profitable investors are the ones that take an active role in managing their investments.
There are two new features on the platform that will help you to plan your investments.
Updating your Attitude to Risk (ATR)
Knowing your Attitude to Risk is a crucial element of planning your investment journey.
Through the platform, you have access to an online questionnaire that takes just one minute to update and provides us with valuable insight to make decisions together about your investments.
You can easily complete an electronic version of the Risk Questionnaire online and upon completion, you will get a risk tolerance score to help guide your investment decisions. Updating this questionnaire regularly will help maximise the effectiveness of your investment plan for this year and beyond.
Topping up your ISA via the Wealth Platform
The end of the tax year is right around the corner and if you haven’t maximised your ISA savings for 20/21, you could be missing out.
There are only a few weeks left to fully use your ISA allowance. The good news is that you can now top up your ISA quickly and efficiently via the Wealth Platform. With just a few clicks you can add money to your account – any amount you wish – and the platform will show you how much you have currently invested and how much remains.
Find out more about the Fusion Wealth Platform in this short video.
Invest for a better future
If you’re new to investing, we can discuss your goals and potential investments or if you’re an existing client, you can check out the new features on the wealth platform through your client login today.
Get in touch to discuss your situation and whether or not investment will help you reach your financial goals – we look forward to hearing from you.
Can we make investing easier for you?
Investments | Financial Planning | Retirement | Save Tax | Protection |
Dental & Medical Financial Services have been helping doctors and dentists to build and protect their wealth, whilst saving tax for over 25 years.