Second Opinion on Current Your Investment Portfolio

FREE Investment Portfolio Appraisal

glassesgraph-726-342If you are concerned that your investments are not sufficiently diversified or have not grown as much as you expected ask us for a FREE investment portfolio appraisal/second opinion. We will give you an overview on whether the spread of your investments is suited to your risk return profile and objectives.

What our second opinion appraisal provides for you:

  • A psychometric appraisal of your risk-return tolerance and risk capacity.
  • An analysis of the asset allocation to ensure it is within the recommended risk-return band; are you taking too much risk for the amount of return?

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For a more detailed report that analyses the individual funds in your investment portfolio, providing research reports (where available) we charge a fee of $350 (plus GST) per hour for this service.