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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
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