Tools for the job
Wealth creation can’t be done out of a box, like a jigsaw puzzle. But you still need the boxes – the right tools. That’s why we invest a lot of money in ourselves. You could say we’re big spenders, but for the benefit of clients.
Take our software, for example. Among other systems we have state-of-the-art pension-based software O&M and the enormous Aequos database.
As we keep on saying, in the investment universe you can’t know too much.
Knowledge is the secret to peace of mind in wealth creation. If you know the risks, you’ve got peace of mind. And at Pacific IFA we’re extremely risk-conscious. So risk is a big word for us, probably the biggest.
That’s why we do a lot of stress-testing, using sophisticated models to calculate risk levels. We stress-test our clients’ portfolios all the time. We stress-test a wide range of investment products from unit trusts and open-ended investment companies to specialist funds and offshore deposit accounts. We stress-test retirement alternatives from group pension plans to self-invested pension plans.
Stress? We love it.