FBNQuest highlights strategies for achieving financial goals

FBNQuest Asset Management, a subsidiary of FBNQuest Merchant Bank and member of FBN Holdings Group, has encouraged investors to set clear measurable goals and an accountable framework that would guide investors to build, manage and preserve their wealth.

The company is one of the leading asset management firms in Nigeria that promotes and manages several collective investment schemes and discretionary client portfolios to deliver high-end financial investment products and services.

The fund manager offers investment solutions that help investors save towards specific goals, as they understand that investment decisions are guided by unique values.

Speaking on setting clear financial goals, Anne Oragwu, Head, Affluent at FBNQuest Asset Management, said: “Financial goal setting is the bridge between financial dreams and achieving financial independence.”

She added that whatever the goal, short or long-term, the key to successful investing is to match each goal with the appropriate investment solutions.

However, to keep investors accountable, a financial adviser can serve as an accountability partner that helps the investor stay on course with an articulated plan, she said.

“You don’t have to wait until you have a lot of money to start investing. With as little as N5000, you can start your investment journey with FBNQuest Asset Management and therefore reduce the risk that the value of your savings will be eroded by inflation,” said Oragwu.

She also highlighted the range of products that investors can consider as they organise their financial goals. They include the FBNQuest money market funds which can be an ideal savings alternative product and the FBNQuest dollar funds which offer attractive yields for investors who require foreign currency to achieve their goals. She also highlighted FBNQuest’s long-term funds that offer higher risk/reward options.

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