- Comprehensive analysis of your portfolio
- Assessed against six key criteria
- Cost free – without obligations
- Peace of mind
- Its alignment with your financial objectives
- Its risk profile against your risk appetite
- The level of diversification
- Current & historical performance
- Its portability & tax efficiency
- The cost of management fees
There is one thing that unites all investors – achieving the best possible returns within their risk parameters. However, many investors feel their investments fall far short of delivering on this ideal.
There are many reasons this might be the case. Their portfolio could lack diversity, or invested in the wrong risk profile, the fees could be too high, or they could have just been misled by an incompetent or dishonest adviser.
Whatever the reason, the first step to a remedy is knowing exactly what is going on.
We can help you get to the bottom of the issue and it won’t cost you a penny!
Our portfolio evaluation
Our Portfolio SOS service will comprehensively assess your portfolio against six key criteria:
Michele personally evaluates the portfolio’s suitability for your financial planning objectives, while Senior Investment Strategist, Payal Trehan, uses her expertise to dig deep into the underlying investment and technical aspects.
At the end of the process, you will receive our complimentary SOS report, leaving you better informed and able to take any required remedial action.
Why there is no charge for this service?
Over the past few years, we have evaluated over 100 portfolios and provided positive, return enhancing recommendations on every single occasion. Nine out of ten people were so happy with the service and insights that they became clients.
See for yourself by contacting Michele at [email protected] or book a call now using the button below?