Investments

At New Equilibrium we work with you to establish the level of investment risk that you are able to tolerate. Within the defined risk profile we help you establish the correct investment structure to support your chosen lifestyle. In order to help take away uncertainty we ‘test’ portfolios and are able to show the effect, if any, on your lifestyle in the event of a market catastrophe.

We will work with your own stockbrokers or fund manager to help them build portfolios by identifying exactly how much income and/or capital growth is needed from the money available. Part of our ongoing service is to regularly review portfolios with you to ensure that the investments in place continue to support your personal objectives.