FINANCIAL PLANNING AND INVESTING

Attaining your investment goals is a commitment, understanding these goals are ours. These goals can include:

• Saving for a child’s education
• Saving for a rainy day
• Saving for that lifelong dream (holiday, house or car…)

By understanding your time horizon, risk tolerance and liquidity needs, Vista will create a tailor made investment plan proposing the most suitable local and offshore investment vehicles and a wide range of FSB approved unit trusts. The investment vehicles include but are not limited to discretionary investment plans, tax free savings plans, endowments and direct share portfolios.