Investments & Savings

Investment success is rarely achieved through speculating on a handful of shares, or allowing emotions to dictate your investment decisions. Great investment outcomes start with a plan, a time frame, and a trusted advisor to offer perspective.

Our preferred approach is to pave the way for medium and long-term investment success by spreading risk across a broad range of asset class, industry and region. This means that your overall return does not overly depend on any single investment and that investment risk is reduced without sacrificing the potential for meaningful returns. It is through broad diversification and through ‘time in the market’ that we achieve investment success. 

Typical Reasons why clients Schedule an Investment & Savings Consultation:

Financial
Planning

We work alongside you to determine your investment goals, your capacity for risk and the expected timeline of your investment. We ensure that you understand the past performance, expected future performance, risks, tax implications & charges of all investments recommended. We can implement your investment and savings policy on your behalf. Inevitably and as your circumstances change through the life of your investment, we can provide you with ongoing advice and support.

 

Our Investment & Savings solutions include:

Financial
Planning

Whether you wish to grow, protect or create an income from your investments, MOJO Finance will provide clear advice and arrange the most suitable solution.

Initial

Investments & Savings Consultation

or

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Initial Consultation. In Person/Zoom Call or Phone Call: 60 mins.

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MOJO Finance begins work following client agreement

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Implementation of Advice & Solutions

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Ongoing Support

Icon1Ativo 6Step 1

Initial Consultation. In Person/Zoom Call or Phone Call: 60 mins.

Icon5Ativo 10Step 2

MOJO Finance begins work following client agreement

Icon4Ativo 9Step 3

Implementation of Advice & Solutions

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Ongoing Support