Second Opinion Service
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Achieving the greatest return on your investment
Whatever your reasons to invest, there’s one prominent reason that unites
investors the world over: achieving the greatest return on your investment,
within the risk parameters you are prepared to accept with your money.
However, within the traditional financial services industry, there are many
barriers that will stand in your way, reducing your chances of maximising your
investment return. Barriers that you may not have even realised were there,
such as financial service industry fees.
This is why we offer our unique, complimentary Second Opinion Service
where we analyse your current portfolio against 5 key investment areas;
outlining any areas where you may be able to achieve a greater return, as
well as areas where your portfolio may already be performing well.
In 74% of portfolios we’ve reviewed, we’ve found that investors were paying
too much in financial service industry fees and could make a significant cost
The benefits of getting a second opinion on your existing portfolio
The world is changing and it is imperative that we become more focused on creating financially efficient investment strategies. If we do, we can give ourselves the best chance possible, of creating additional wealth during our lifetimes. The SOS report is a perfect starting point and gives investors a firm foundation to build on.
Our Second Opinion Service (SOS) report is designed to help you get a better understanding of the real potential of your current portfolio and translates industry double speak into both factual and pictorial evidence.
By becoming aware of this information, you will be better placed to make a judgement on whether you have a financially efficient and transparent portfolio, best placed to deliver on your lifestyle expectations, or a portfolio that is creating negative drag and holding you back.
In 58% of portfolios we’ve reviewed, we could have enhanced their performance by up to 50% per year over a 5 year period.
Who is our Second Opinion Report for?
Our Second Opinion Report is for you if:
- You want to ensure you are maximising the return on your capital.
- You feel your portfolio is not achieving the returns you expected.
- You would like to maximise additional income in retirement.
- You are not sure of the financial risk your managers are taking with your money.
- Your priorities and/or lifestyle objectives have changed.
The Second Opinion Report will highlight these 5 key areas:
- Tax Efficiency
Take action today and request your complimentary Second Opinion Report.