Goal-based investing
- Set target amounts and timelines for a home, education, retirement or another goal.
- Review existing savings, cash flow and risk tolerance.
- Plan the contributions each goal needs.
Personalized financial planning
Invest with your goals in mind.
Explore a plan built around your financial picture, goals and risk tolerance with a Right Horizons adviser. Understand what to invest towards, how to allocate your portfolio and what to review over time.
- Goal-based investing
- Personalized recommendations
- Portfolio tracking and review
Personalized recommendations
- Match investments to your goals and risk tolerance.
- Review existing holdings and the recommended asset allocation.
- Clarify missing information before an adviser finalises your plan.
Portfolio review
- Track investment performance and goal progress.
- Review changes in your financial situation.
- Receive rebalancing advice as part of your portfolio planning support.
Service scope and fees
- Check the provider, eligibility, deliverables and adviser interaction.
- Review fees, taxes, duration, renewal, cancellation and refund terms before booking.
Review and authorisation
- An authorised adviser reviews and releases your plan. Investment decisions remain yours.
- A plan does not place an order. Any investment service requires your explicit authorisation, with its provider, prerequisites and charges explained separately.
- No investment outcome is guaranteed.