Search on Google “Second Opinion Portfolio Review” and you’ll find so many advisors talking industry jargon such as; Risk Assessment, Rate of Return, Asset Allocation & Fees. While its true a Portfolio Review should address these areas, the real focus should be on you.

Understanding you and what your Hopes, Goals & Dreams are ought to be what we get right first!

Our first meeting is usually informal, relaxed and lasts about 30 -45 mins. It’s more of a conversation rather than an analysis of your portfolio.

When concerns are more complex, the analysis of your portfolio is done in my office and we’ll arrange a second meeting to review our recommendations.