Our Investment Process Explained

  • 28 October 2016

October has been a busy month where we kept our heads down and worked hard on getting Advicement ready for launch. Excited about our progress, we would like to share our investment process with you:

Step 1: We get to know you and your financial position.

This section consists of 8 multiple choice questions which allows us to recommend a suitable risk level for your investment. Don't worry, we give you an option of changing it in your investment dashboard.

Step 2: We understand your financial goal.

In this section, you tell us why you are investing and the amount of money which you want to achieve and when. Based on this information, we are able to suggest your contribution amounts which will allow you to reach your goal comfortably.

Step 3: We present your investment summary.

In this section, we summarise your investment criteria and make recommendations to your risk level and contribution amounts.

Step 4: Your investment dashboard.

In this section, we have created tools so that you can understand your investment. You will be able to see the chance of reaching your financial goal, estimated historical returns of your investment, projected growth of your investment, cost analysis, and risk scenarios.

Step 5: Signup.

Finally, this is where you sign up to Advicement after which we will validate your email address and immediately send you the investment report with all the information from the previous sections.

Coming soon

We hope you are as excited as we are about our platform. If you would like to give us feedback, please do not hesitate to contact us on clientservices@advicement.co.za.