Investments

One of the most important aspects of an efficient financial strategy is adequate investment management. At MPFS, we can assist you in maximising the value of your money by helping you invest it in a range of different assets best suited to your individual profile. We will build an investment portfolio that is unique and suited to your personal needs, goals, risk tolerance and preferences. We follow a clear, structured approach to ensuring you best allocate your resources in order to achieve the highest possible return:

• Discovery: We will discuss the size of your funds, your risk appetite, your investment preferences (if any) and your flexibility with you to ensure we can accurately construct a portfolio that meets all your needs. Remember, your personal financial advisor will be with you every step of the way so as to alter your investment strategy should your priorities change
• Creation: Subsequent to extensive market research and the consideration of your risk aversion, return requirements and investment horizon, we will start determining the right asset mix for you and integrate a personalised set of investment managers and products. Our expert analysts continuously review and assess performance and prices to make certain your portfolio remains as profitable as possible. Some of the investment choices we offer our clients include mutual funds, ETFs (Exchange Traded Funds).
• Management: In consultation with you, we will regularly review and update the portfolio. Additionally, we will continuously research the market and with high-quality resources available on hand, we will be able to capitalise on any favourable conditions or prospects. Where we observe an emerging risk that threatens an imbalance in your risk and return ratio, we will see to it that we advise on the modification of your portfolio

We are aware that investing your money carries a certain degree of risk no matter what assets you may choose, however, with MPFS’s wide range of resources and capabilities on offer you can rest assured that management of your capital has never been more streamlined