More Than Mortgages - Rowanbank Financial Consultants
More Than Mortgages

 

 

 

 

Investment

- What is your attitude to risk on a scale of 1(lowest) to 10?
- Do you think your current investments reflect this?
- Would you be able to tie your capital up for 5-10 years?
- Are you a high rate taxpayer?
- Do your current investments reflect this?
- If you were to die would you want to leave your heirs at least the amount you originally invested?
- Would you be happy to leave some of your wealth to the state if you were to die or require long term care?

Positive Solutions

 
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