Investments are a very important part of financial planning. In today’s low interest environment the decision as to where to invest your capital becomes even more important. As part of the financial plan offered by Monfort international we can provide advice on which investments best suit your risk profile and future financial objectives.
These could include:
When selecting a portfolio you must ensure that the allocation is appropriate to your personal risk tolerance. It is also important that measures are taken to protect you in the event of bankruptcy, and that investments are structured to be tax efficient.
For your free financial review please contact us.
“Achieving your financial goals through the successful management of your finances”
We are satisfied with the service we received, they solved all of our questions and their recommendations were aligned to our current situation and goals. They proved different alternatives and were transparent about the benefits and specifications of each one.
July 24, 2022
I am extremely satisfied with the service I received from Monfort and happy with the advice I have received which helped me a lot in my financial planning and retirement calculations. The discussions impacted very positively the way I think about my future plans. I received detaied explanation and expert advice on the pension system and the Swiss property market in a crystal clear and understandable way. I would happily recommend Monfort.
December 1, 2021
I am very happy with the advice I have received from Monfort. All advice was given in a clear and understandable way.
May 1, 2022