Blue River Wealth Management
Thoughtful in our actions
Clear in our communications
Straightforward in our approach
Ever tried to make an important decision when you can’t hear yourself think?
Have you ever been in a room where the background noise is so loud it’s difficult to think, nevermind speak.
The financial services sector is very good at creating noise.
As representatives of the financial services community, we are fully aware of the huge range of products and services offered by investment companies. Each product and service is backed up by a vast array of marketing information to demonstrate their ability to deliver the best returns.
The choice is bewildering and with all these companies offering the next best thing, when they speak at the same time, just like being in a crowded room, the noise created can be quite deafening. For the investor, making an informed decision in this environment is almost impossible.
Our job at Blue River is to turn the noise down and create a more peaceful environment to make a decision on what to do with your money.
It’s all about you, not your investments
Much as though we would never downplay the importance of money and generating an acceptable return for yourself, working out how your money provides for you, to give you what you want and need, is far more important.
The way we do this is to take the emphasis away from the choice of any particular investment, to finding out what you really want and need from your money. This is the only way that you will ever receive a truly bespoke service.
Before you even begin to think of taking a financial decision you need to start with you:
Where you are now?
Where do you want to get to?
How do you want to enjoy your money?
Dealing with these questions is really the only place to begin. Deciding what you really want to get out of your money is the most important task. Get this clear in your mind, all the investment noise goes away and things falls into place much more easily.
All actions flow from you, sorting the investments is just stuff, important to get right, but just stuff which you can leave for us to worry about on your behalf.