YOUR FREE INVESTMENT PORTFOLIO CHECKUP
WHY: To help you evaluate the value of our services and make an informed decision about hiring our firm.
WHAT: A free assessment of your current investment portfolio. We will discuss how you are currently managing your investments to determine if there is an opportunity to improve on this process.
WHO: Diligent savers who have accumulated investment assets (including assets within Superannuation) of $500,000 or more. (Excluding real estate.)
We both need to know if we can help before you pay us a single dollar.
Are my investments performing appropriately?
Are my fees to high?
Will I meet my investing goals?
The very first step is a 15-minute phone call with our team.