Before any investment strategies can be recommended, we seek to fully understand your situation. We carry out a personal consultation at our cost, to ascertain your requirements and understand your financial and life objectives.

After we have gathered all the necessary details from you, we’ll turn our attention to analysing this information. We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.

We start from the premise that there’s no point in recommending a strategy that we can’t explain easily or that you won’t understand. We will always present our recommendations in writing to you.

As a client of Chase Financial Management we can offer an active and ongoing review process, which allows you to stay up to date with your personal, family and corporate circumstances with the aim of keeping your goals on track.