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Portfolio Investment

At Sheehan Financial, we specialise in thorough management of your investment portfolio, tailoring our services to suit your unique financial goals. This encompasses everything from your savings, stocks, shares, to bonds, all presented on a user-friendly platform that clearly summarises your financial position.

1.

Customised Investment Strategies

We take the time to analyse and understand your financial objectives. We devise strategies that maximise your chances of achieving your goals. Whether your focus is on generating income, fostering growth, or a balanced combination of both, we customise our approach to meet your specific needs.

3.

Investment Safety and Governance

Our advisory services prioritise the security of your investments, which are either held in your name or in a custodial account. This structure guarantees:

  • Independent Oversight: Your investments are managed within a Trust monitored by an independent Custodian, providing you with essential governance and oversight.
  • Disciplined Investment Approach: We focus on investments known to generate higher returns over time, creating a disciplined strategy that drives performance.
  • Transparent Fee Structure: Our competitive, market-leading fee structure of funds under management allows you to pursue growth with cost-effective solutions.

2.

Research-Backed Recommendations

Our investment decisions are supported by comprehensive third-party research, ensuring our recommendations align with your financial objectives. We uphold the highest standards of suitability to ensure that our strategies are tailored specifically for you.

4.

Suitability and Diversification

We believe in the power of diversification to minimise risk and maximise returns. Our smart diversification strategy incorporates a wide range of investment classes with geographic and asset class variety, including:

  • Compounding Interest: Many of our funds allow your investments to compound over time or provide regular income payouts, depending on your preference.
  • Flexible Withdrawals: Enjoy the flexibility to make partial withdrawals at any time.
  • Lump Sum Investments: You can also opt for lump sum payments into the investment funds.
  • Tax Advantages: Our PIE funds provide tax benefits, enhancing your investment income.
  • Liquidity: A majority of our investments offer strong liquidity, enabling easy access to your funds within 3-5 working days.
  • Regular Updates: Stay informed with high-quality updates about your investments, accessible anytime through our online platform.

Explore Your Investment Potential Today

At Sheehan Financial, we specialise in thorough management of your investment portfolio, tailoring our services to suit your unique financial goals. This encompasses everything from your savings, stocks, shares, to bonds, all presented on a user-friendly platform that clearly summarises your financial position.