Consulting

                      If you are an existing investor who prefers to run its own portfolio and be involved hands on in every part of the process, we offer hourly consultations where we can review your current portfolio and your plans.

 

The consultation will point out areas of elevated risk, highlight tax considerations that may have been overlooked and explain legislative laws that may be of relevance for further planning. Consultation does not provide recommendations on next steps and it will not discuss a suitability of existing products, nor a specific investment such as a share or property. This is covered in strategic planning service.

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Consultations are best approached as an opportunity to complement gaps in specific  knowledge areas where one might not have sufficient time or access to research the topic or wishes to clarify conflicting information.