Investor SUPPORT

What is it?

Your investment strategy, our support.  We’ll guide you to help source, select and, or manage the various experts needed to successfully implement your investment strategy. Acting as your single point of contact, we’ll co-ordinate everything for you, making sure you engage the right people at the right time and most importantly, that you understand their advice.  We’ll make the whole investment process much less daunting than doing it on your own.

What do we do?

As directed by you, we could

• Simply be your sounding board – providing an independent and objective perspective to guide you through the investment process, and answer any questions that you have about what to do next or about the advice you receive.
• Meet with your advisors to evaluate their expertise and to assess whether they are working in your best interests.
• Manage the investment process on your behalf, including co-ordinating the paperwork between the various parties – including your financial planner, accountant, real estate agent, solicitor and others.
• Review reports and recommendations that you receive to ensure you understand the advice and impact on you.