YOUR FREE INVESTMENT PORTFOLIO CHECKUP

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.)

No Cost or Obligation
No Cost or Obligation

We both need to know if we can help before you pay us a single dollar.

3 Big Answers
3 Big Answers

Are my investments performing appropriately?

Are my fees to high?

Will I meet my investing goals?

15-Minute Call
15-Minute Call

The very first step is a 15-minute phone call with our team.

Step #1: Schedule 15-Minute

SCHEDULE

How Do I know If I’m a Good Fit?

We are investment specialists and provide the greatest value to:

Individuals and families that have accumulated savings (including Superannuation) of $500,000 or more.
You have accumulated wealth over time through savings, inheritance or perhaps a liquidity event. You feel that you would benefit from having additional guidance in managing your investments.
Individuals and families who want to work with a team who are passionate about ensuring your assets are invested in an appropriate manner to meet your long term objectives.