August 23, 2021
This is the bells and whisles, with cherries and cream on top. Basically, we’ll be in your ‘favourites’ phone list to promptly respond, pivot and optimise your strategy where required.
This more ambitious package is designed to regularly monitor your portfolio, with the added perks of access to market commentary and invitations to our events.
Perhaps you’d like the flexibility to catch up when adhoc opportunities arise? Or have 24/7 access to your own portal to track your goals progress and house your key documents?
This is a straight-forward management plan to accompany a straight-forward wealth strategy. If a formal ‘reset’ meeting every year is what you desire, this is the package for you.