Six Steps to the Best Investments
Step 1. Savers usually want a safe place for their Savings.
Step 2. Inflation - Investors normally want their investment to grow at least by the rate of inflation.
Step 3. The term - Clients should normaly expect to tie their money up 3- 5 years + to get above average returns
Step 4. Risk - Each investment has it's own level of risk - pick the level that best suits you
Step 5. Appetite for Loss - Clients normally need to understand their appetite for loss to ensure they invest in the right type of investment
Step 6. Clients should never risk any sum of money they cannot afford to lose