Investment Services

Kelvin Financial Planning offers a range of investment strategies for our clients.

We offer a flexible approach to investment that aims to make use of low cost and active investment mandates where appropriate.

Our investment recommendations take into consideration each investor’s attitude to investment risk and balance this with the level of risk required to meet a specific goal or objective.

Investment recommendations are provided on a fee basis to ensure that there are no conflicts of interest. All costs associated with investment will be clearly disclosed in advance of implementing a strategy.

We understand the importance of ongoing service and communication. Investors will receive regular communication from their financial planner and also from the underlying investment manager. The level of communication will be agreed in advance as per your service agreement.