Investments

We firmly believe that it’s more about the person than the money. Our robust approach to risk profiling and asset allocation, coupled with our knowledge and expertise, allows us to consistently match the risk-return profile of each of our clients with an appropriate, client specific investment strategy.

We’re here to get to know your goals.

When we are giving Investment Advice to our clients’ we need to obtain the answers to the following questions:

  1. What is the aim of the Investment?
  2. What time frame are you looking to invest for?
  3. What amount of risk are you comfortable with?
  4. How much are you looking to invest?

Once we have gathered all your answers we can then search the market to ensure that we provide you with the most suitable product for your specific needs.

What are the advantages of investing?

One of the primary advantages of investment is that a prudent investor can have their money work for them to earn more money, rather than having to earn that extra money themselves. This gives them the benefit of enjoying a higher standard of living for roughly the same amount of work.

✓  Potentially stay ahead of inflation
✓  Help you build wealth
✓  Assist in getting you to Retirement (Or Early Retirement)
✓  Certain investments can help you save on taxes
✓  Invest to meet other Financial Goals.

What type of investments are available to me?

There are six main investment types, or asset classes, that you can choose from, each with distinct characteristics, risks and benefits.

  1. Shares/Equities 
  2. Property
  3. Bonds/Fixed Interest 
  4. Commodities
  5. Cash
  6. Alternative (such as Energy investments)

Our approach to investing is different.

We firmly believe that it’s more about the person than the money. We appreciate the need to understand our clients’ objectives and goals and how they feel about
investment risk and most importantly how much risk they can afford to take before we talk about specific investments.We also know from our experience, that without discipline our clients’ investments can fall prey to their emotional decisions resulting in significant losses. Unless an investor focuses on using strategies appropriate to not only their own specific life situation and goals they can become distracted with the latest financial fashions, many of which are not relevant to their circumstances.

Our robust approach to risk profiling and asset allocation, coupled with our knowledge and expertise, allows us to consistently match the risk-return profile of each of our clients with an appropriate, client specific investment strategy.
Our Investment Advisors research, profile and analyse a wide array of investment products and services, determining relative value amongst competing investments. We classify all investments into seven categories of risk upon we which we will blend a portfolio of funds with overall levels of volatility within stated bands.

 

 

Let Us Help You

Understanding all the options available and finding the most suitable option for your needs can be a daunting task – that’s why our team of experts at Blackhall Financial Services are here to help you.

WHAT OUR CUSTOMERS HAVE TO SAY

We’ve helped a range of people and business owners accumulate, protect, and activate wealth over the years, and our customers can attest to the long term holistic relationship we build with them over the years.

Blackhall Financial Services have just saved my family a considerable amount of money and released a substantial cash lump sum at the same time. I asked the firm to review existing life insurance policies for myself and my husband to see if a reduction in our premium was possible. We now have adequeate if not better life insurance cover Not only are we paying a considerably lower monthly premium, but there was a cash build up in the policy, of which we had been unaware and which we were delighted to be able to access. The whole process took only a matter of days. The staff at Blackhall Financial Services are exceptionally knowledgeable whom I most heartily recommend`

Deirdre O`Kane

I have absolute trust in the Directors & staff of Blackhall Financial Services I perceive that there is much knowledge & experience in the team and to date, I have never been let down or given bad advice. I feel that I can ask for advice to help me make a decision and when a decision has been made the team will either execute it fully or support me in my efforts to execute it. The personal relationship I have with team in Blackhall Financial Services is paramount to me. There is a lot of respect in our business dealings which has created good friendships and both of these make me feel that your firm will always offer me the right advice to ensure that I benefit, even though Blackhall might not benefit directly

Tony Nerney

Want to learn more about Investments?

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Start your Financial Planning journey today!