Portfolio Management
A well-constructed portfolio will bring you the returns which you need to achieve your short-term and long-term financial goals while taking into account your risk tolerance. At Global Financial Consultants, our goal is to manage your portfolio that has been tailored to your unique needs, to maximise the expected returns on your investment.
Our consultants are trained to seize opportunities and identify threats across a wide range of investments, which allows us to give you quality solutions and manage your portfolio effectively.
For those who have an existing savings plan be it cash, property or shares, you can consider a lump sum investment where you put all your cash to work by investing the entire sum of money into your chosen investments. This type of investment is especially ideal if you’re looking for a long-term investment option.
A lump sum investment is a more flexible type of investment as you can hold it in the form of shares, managed funds, bonds, hedge funds and other investment options from all over the world. If you’re holding onto a lump sum of money from selling your business or property or if you’re receiving an inheritance, a lump sum investment can be a smart way to exploit the gains from the investment market.
We have a range of investment options available for everyone regardless of how much you are planning to invest with us. Our team is dedicated to will study your risk profile entirely before advising you on how to best manage your portfolio.
SPEAK WITH OUR FINANCIAL CONSULTANTS
We understand that every case is different which is why we take extra effort into personalising our investment strategy so that you can meet your desired outcome. Our certified consultants have carefully studied the top-performing investment choices that work for different assets to implement an approach that reflects the needs of your portfolio.
All you have to do is speak to our consultants about your financial goals and priorities so they can help you understand the evolving financial market and offer you insights and recommendations. This includes helping you manage a diverse portfolio with a healthy mix of stocks and bonds selected to match your timelines. Our advisers will also ensure portfolio rebalancing so that you can stay ahead of the market conditions.
SPEAK WITH OUR FINANCIAL CONSULTANTS
We understand that every case is different which is why we take extra effort into personalising our investment strategy so that you can meet your desired outcome. Our certified consultants have carefully studied the top-performing investment choices that work for different assets to implement an approach that reflects the needs of your portfolio.
All you have to do is speak to our consultants about your financial goals and priorities so they can help you understand the evolving financial market and offer you insights and recommendations. This includes helping you manage a diverse portfolio with a healthy mix of stocks and bonds selected to match your timelines. Our advisers will also ensure portfolio rebalancing so that you can stay ahead of the market conditions.
Frequently Asked Questions
How much do I need to invest in a lump sum product?
We have a range of products available for all levels of investors. We have clients who have invest $5,000 and clients who are looking to invest in excess of S$1M.
Isn’t it risky?
We can help you choose a plan based on your risk profile. Investment choice is provided through a wide range of top performing investment choices from leading fund houses. This allows you to start your journey with a portfolio that reflects your investment needs and attitude.
Why would I liquidate assets and invest offshore?
There are many benefits but also many variables so every case is different. Meet with one of our consultants to see whether a lump sum investment will benefit you.
TAKE THE FIRST STEP WITH US
Our financial consultants are here to help you find the right products and services for your financial future.
We’ll consider your financial circumstances and ultimate end-goals to design a plan tailored for you, and we’ll be right beside you all the way.
TAKE THE FIRST STEP WITH US
Our financial consultants are here to help you find the right products and services for your financial future.
We’ll consider your financial circumstances and ultimate end-goals to design a plan tailored for you, and we’ll be right beside you all the way.
Get In Touch
Would you like to speak to one of our experienced financial advisers?
Please submit your details and we’ll be in touch shortly to arrange an obligation-free meeting.
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Get In Touch with an Experienced Financial Adviser
Get A Tailored Financial Plan Made Just For You
Send an email to info@gfcadvice.com and we’ll get in touch shortly, or phone +65 6532 2711
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