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FIND OUT YOUR FINANCIAL HANDICAP

Finding your financial handicap is more than just an assessment; it's your first step towards tailored financial success.

HOW IT WORKS

1. Answer the questions.

2. Find out your financial handicap.

3. Let us caddie your finances down to 0!

By sharing a bit about your finances with these few questions, we can craft a personalised strategy to improve your financial standing. This process helps pinpoint areas where you can enhance your financial health. Rest assured, your information is kept confidential.

Financial handicap Survey

YOUR FINANCIAL HANDICAP:

Congratulations on completing the survey and discovering your Financial Handicap!

Your score ranges between 1 to 25 and is a quick look at your financial health—1 is great, and 25 shows there’s room to grow. Think of it like golf: a lower score is always better, and no matter your score, improvement is possible.

This number is a starting point. It is simplified and does not capture everything about your finances, but it highlights where you can boost your financial strength, security, and independence. With the right advice and planning, you can work towards achieving your financial goals.

Think of Anchor as your financial caddie, ready to guide you through making smarter choices, whether by taking on less risk, spreading out your investments, or setting your sights on future financial targets. Let’s work together to get your handicap closer to 0, showing you are on top of your financial game.

GET IN TOUCH WITH A WEALTH MANAGER

WHY WE ASK THESE QUESTIONS

PRIMARY FINANCIAL OBJECTIVE

Identifying your primary financial goal is crucial. It acts as a guiding star, helping to prioritise your financial planning process and determine the most suitable investment solutions. Whether it’s securing a comfortable retirement, ensuring your family’s future is protected, or achieving specific financial milestones, this goal helps focus your financial strategy, ensuring every decision moves you closer to your vision.

Your comfort level with risk is foundational to crafting an investment strategy that not only meets your financial goal but does so in a way that aligns with your risk tolerance. Whether you prefer to avoid risk or seek high-risk opportunities for potential high rewards, understanding this preference is key to balancing potential gains with peace of mind.

APPROACH TO INVESTMENT RISK

INVESTMENT DIVERSIFICATION

The diversity of your investments is a vital component of risk management. Whether you’re heavily invested in a single sector or have a broad, well-diversified portfolio, this information helps us identify areas for improvement. A well-diversified portfolio can protect against significant losses and is essential for long-term financial health.

How often you engage with your investments can significantly impact their performance and your financial health. Whether annually or continuously, each approach has its merits and influences how dynamically you can respond to market changes or opportunities. This insight helps us recommend a management style that complements your lifestyle and financial objectives.

PORTFOLIO REVIEW FREQUENCY

WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.