Lawsons Equity’s goal is to build a true long-term relationship with our clients, providing Financial Planning advice that supports the goals and visions created during the Life Planning process.
When we talk about the ways that wealth and financial stability can define you, we will ask you to answer some tough questions: do you have enough insurance for your family should something happen to you? What age will you be able to afford to retire? Is your pension going to be enough to fund your retirement? Can you afford a large capital expenditure such as buying a car or making a gift to family? Can you afford to achieve all of this if your investments don’t perform as well as expected?
Lawsons Equity provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.
Lawson’s Equity can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.