Investments

At John Ellis Insurance, you will be provided with a range of options to meet your risk appetite, investment preferences and time-frame.

With access to a wide range of investment managers, you can be sure you are getting the best investment available on the market.

Each investment will be individually tailored to suit your investment experience, savings ability and future needs.

We will start with finding out about you and your investment goals:

  • how long you want to invest for
  • what is the money required for
  • have you provided for short / medium / long term financial needs

Your capacity to withstand risk is then evaluated. The evaluation takes into account your income, expenses, assets and liabilities, and your flexibility.  We will also look at your own risk preference.

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Investments tailored to your needs

Only after this process is completed will we start to talk about what sort of investments are suitable to your needs.

You may divide your investments into short / medium / long term; you should provide for emergency funds; you should also get appropriate diversification.
This means we aim to sprea...

More about Investments tailored to your needs