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INVESTMENT PLANNING

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INVESTMENT PLANNING
Do you find the road to achieving a solid financial future challenging and unpredictable. We are committed to making it a rewarding journey, while helping you avoid costly mistakes along the way.


There are different investments to consider with. The most commonly used are equities, bonds, cash and property. Each of these have different characteristics and a good investment plan will usually contain all of these.


We know how important your financial dreams are. Whether you are just starting out, or you've been investing for years, Tela Advisor are her to help you establish a custom-tailored plan.

OUR INVESTMENT PLANNING PROCESS STARTS WITH LEARNING ABOUT YOU
  • We always take the time to:
  • Listen closely to you and learn what you value.
  • Analyze your current financial situation.
We take the complex world of investment services and boil it down to a simple principle.


We understand your needs and find the best way to meet them. Some firms will try to take a one-size-fits-all approach, but that will not help you reach your overall goals.


GET PERSONALIZED ADVICE BASED ON YOUR NEEDS
First we evaluete your goal: we walk through the reason you are planning to invest. Then, we make various recommendations based on your risk to rewards ratios.
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This type of personalized strategy is called "goal-oriented planning," and empirical data shows it improves outcomes by encouraging optimal behavior and more precise wealth management.


NO TWO INVESTMENT PLANNER ARE EXACTLY ALIKE
That is why, we do not treat them like they are. Tell us about your current savings habits, and your future goals. We will create a personalized investing plan for you.
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Service Disclosure: 
Tela is independent equity research analysis 
services may only be rendered after the execution of a services agreement by the client and Tela.

The information contained in this website is general information only. Any advice is general advice only. Neither your personal objectives, financial situation nor needs have been taken into consideration. 
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Historical returns in our investment advice are no guarantee of future returns. Future returns depend on political situation, consumer behavior, inflation, unexpected natural disasters, market development, liquidity, market sentiment, risk and many more variables.
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