Investment Advice

Akeeba sees Investment advice as any strategic recommendation regarding an investor's portfolio.
Investing is a confusing endeavor, and entire industries have grown around the business of giving investment advice. Some advice serves investors well at the time, but then things change and old rules no longer apply. No investment is entirely free of risk—it pays to read the Risk Management Policy and understand what the risks might be before investing. Having emergency savings can provide a buffer during economic downturns.

Akeeba as a trusted financial adviser would help to increase your confidence, to help you feel supported. Our advice could help you to save time, reduce complexity and – perhaps most significantly – take action.

Whether you take advice online, by phone or face-to-face, you’ll receive the same level of quality from us.
One of the easiest ways to make an avoidable mistake is getting involved in investments that are overly complex.

Should you invest?
We’ll help you work out if you’ve enough money saved in case of emergencies before you start to invest.

How much should you invest?
We’ll take a closer look at your finances to help you work out how much you can comfortably invest.

Where should you invest?
We’ll recommend the right investment for your risk profile.