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IVX provides a tailored investment program for each Client that:

  1. Helps understand their tolerance for risk, and more importantly, their capacity for risk taking in order to meet their goals.

  2. Results in a portfolio that is robust to market cycles with the flexibility to be amended to accommodate changing goals and needs.

  3. Utilises managed funds to provide diversified, low cost access to markets instead of trying to unreliably pick the winners and avoid the losers.

  4. Prepares them for the range of returns their portfolio could experience over time.

  5. Incorporates contingencies to mitigate unforeseen events.

IVX Financial Planning does NOT provide individual share recommendations, forecasts on a sector of the market outperforming another or a portfolio decision driven by the 24-hour media cycle.

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