I was chatting with a client on Skype and we were discussing the fact that times change and so do opportunities. I believed that I was discussing options and offering different solutions. Because I had not come to actual solutions, I was still going through the evaluation stage; my delivery sounded more like ‘bouncing ideas’ not like ‘solution finding’

The client said something that really threw me;

“It seems to me that you don’t know what to do and that makes me loose confidence in you”

I thought on that statement and I believe that it may be one that many people are thinking so I would like to give you my thoughts on this matter.

The last few years have brought to the surface many financial issues. The cores of those issues are embedded into the financial structures we use. We have been taking the time to study the issues and how they relate to the investment horizon of the future.

I have never listened to media hype because it talks about ups and downs which occur all the time; most of it is driven by emotion. What we believe is important is to understand the underlying principals and how they are being used. Uncovering the real investment philosophy and ensure that it is one that not only fits well with clients but also works for them. There are currently many investments that say they are safe however when you investigate the underlying factors they are not exactly what they seem. So, that is what we have done.

What we did  in the past was the best we knew then with the tools we had available, there are now many tools, and hence many more options and it is important that we understand those and use the ones that fall within our value system.

We don’t know if the thinking is right, it is based on considerable research, however what we have now is not working the best it can, so it is time to look at what is available, and how it can be used. I can’t talk for anyone else, I believe that we have great opportunities available, understanding Money and the way it can be used is important to securing your future. It is not something you want to get wrong.

We have now looked at options and believe that we are now ready to start the ball rolling.

Opportunities are everywhere, are you looking?

Irena Butler