Investment planning

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Personalized Investment Strategies

Retirement planning allows you to enjoy a secure financial future and comfortable retirement. By diligently investing, you can build a retirement nest egg, thus reducing the financial stress and uncertainty that can accompany the later years in life.

At Fisher Dugmore, we pride ourselves in conducting your retirement planning with the utmost diligence, care and professionalism.

Pre-Retirement Planning

Pre-retirement planning starts from the day you earn your very first pay-check and ends the day you receive the last one. It gives you the opportunity to take calculated risks and make long-term investments that can yield higher returns. Pre-retirement planning gives you peace of mind, knowing that you have taken proactive steps to ensure an enjoyable retirement.

It involves setting retirement goals and investing today with those end goals in mind. This includes determining when you want to retire, the lifestyle you desire during retirement and any specific financial milestones you want to achieve.

Post-Retirement Planning

Retirement brings about a profound shift in one’s life. It’s crucial to plan during these years, to ensure that your retirement will be enjoyed the way that it’s meant be.

With people living longer and longer, income sustainability must be carefully managed. This includes deciding how to structure the income, what products to use and careful tax considerations.

Aspirational Investment Goals

Aspirational investments represent our most ambitious goals for the future, serving as powerful motivators for financial discipline and planning.
These goals encompass a wide range of desires and include:

  • Purchasing a dream home
  • Funding a child’s education at a prestigious university
  • Travelling to exotic destinations
  • Starting a business

Our Investment Beliefs

01

Maintain a large core portion of the portfolio in cost effective instruments

Over the long run markets are efficient

02

Over the short-term markets are inefficient due to investor behaviour

Utilise a satellite portfolio to capture shorter-term
investment opportunities

03

Broader asset class diversification leads to more optimal portfolios

Invest across a broader set of asset classes

Our clients are
the wind in our sails.

We serve people who want world class financial solutions, specific to their goals, by providing a working plan to grow their financial context, and guide them throughout their journey to ensure its success.

Allow us to assist you in charting the course to your wealth destination.