Investments with Jeff Ponting

Choosing the right investments is important not just for your current finances, but also for your future financial health and lifetime wealth management.

At the Ponting Financial Group, we never forget the crucial element in your investment portfolio; you. After all, it's your money and your life goals it needs to support.

  • We work with you to discover what you want from life and various ways to finance it.
  • We'll discuss what your financial situation is now, and your current commitments in terms of family and business.
  • We'll look ahead to what you want your future to look like, whether it's early retirement or a long working life, business growth or succession planning.

Only when we have a complete picture will we start to talk about investing.

  • We'll discuss your comfort with varying levels of risk, check the health and performance of your existing investments and pensions.
  • We'll then devise a plan that provides the best balance for your current and future life goals.
  • Of course, if you just want help  investing in any variety of investment products and managed investments, we are more than happy to help you make informed decisions.

Segregated funds: protect your wealth as it grows

Segregated funds invest in a variety of stocks and bonds. They’re different than mutual funds. They offer unique protection features that are only available through insurance companies. They’re a great way to save for your retirement and investment goals. 

Mutual funds: a flexible way to invest your money 

Mutual funds allow you to invest in a portfolio of assets that are managed by professionals. They let you diversify your portfolio more widely than you may be able to do when investing in individual stocks and bonds on your own. Together we can select a fund that gives you the right balance of risk and reward for your financial plan.

Focus on goals, not managing your investments 

Managed solutions are a straightforward way to reduce the amount of time you spend on your investments. These are investment portfolios made up of a diverse mix of funds invested in equities, fixed income, cash and other assets. Professional portfolio managers steer the portfolio through shifting market conditions and help protect against extreme market swings.  

Let’s talk

Let me help you find ways to save, achieve your goals and make sure the money you’ve worked hard for is working for you.  Over time, your investments can help contribute to the future you want for you and your family.