Changing Advisor:

Over the years I have had a lot of clients that have been referred to me or approach me directly to manage their existing investments for a multitude of reasons.

 

The main reasons are:

 

  • Lost contact with their advisor

  • Unhappy with the advice / continuing service

  • Poor investment performance

  • Don't fully understand an existing product

 

I can't turn back the clock, but what I promise to do is to work with you to explain an existing product that you have in place and come up with a strategy for the future.

 

If you find yourself in one of the above situations do something about it now and organise a meeting with me.

It's free to do, and your not obligated to stay with your current advisor