If any of the below apply to you, then yes, we can certainly help.
1. Do you worry about money… but not enough to take action?
2. Do you think investing and money is complicated?
3. Would you feel good if you could know, or understand better, how investing works?
4. Do you want to avoid paying high fees and commissions?
5. Do you want your money to be handled by highly qualified and regulated professionals who know what they’re doing and who you can trust?
6. Are you too busy to do the research and on-going portfolio management yourself? Do you have better things to do?
7. Do you wish you could have a conversation with no jargon and easily accessible information that you can use to help make money decisions about your wider life?
8. Have you handed money over to someone at a bank or some sort of broker/salesperson without truly knowing what is happening to it?
9. Do you want penalty free access to you money whenever you want it?
10. Do you want your financial decisions to be on autopilot, to not have to think or worry about them?
11. Do you want to maximise your returns whilst only taking the an appropriate amount of risk?