RAFTERS ASSOCIATES FINANCIAL MANAGEMENT LTD

Portfolio Management

Portfolio Management

Rafter Associates Financial Management Ltd offers a non-discretionary Portfolio Management Service for our clients.

This means that Rafter Associates Financial Management Ltd will consult with you and get your agreement on any recommended portfolio structure, fund sale or purchases before they are implemented.

We do this for the following reasons:

  • We want you as a client to understand what we are recommending and why and be comfortable that the recommendations we are making for you are suitable for your Financial Objectives and Risk Profile.
  • It allows us to ensure that you have understood the reasons for the recommendations and are happy to proceed with them.
  • Regular meeting are required to monitor your Financial Objectives and Risk Profile to allow course corrections as needed to ensure your Financial Objectives are met.