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.

This is why we offer our unique, complimentary ‘Second Opinion Service’ (SOS).

Return on Investment Coins

The benefits of getting a second opinion on your existing portfolio

Our Second Opinion Service (SOS) is designed to help you get a better understanding of the real potential of your current portfolio.

Providing you with a complimentary report, we analyse your holdings and make recommendations on the 5 key areas that will enhance or damage your future long term wealth.

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 a negative drag on funding your lifestyle expectations.


The SOS report will highlight these 5 key areas:

  • Risk
  • Diversification
  • Performance
  • Cost
  • Tax Efficiency

Take action today and request our complimentary Second Opinion Service.

Get your SOS analysis

Are you paying too much in industry fees? Contact Goldsmith Invest now for a Second Opinion on your portfolio.

Or contact us directly

Get GI news

For regular updates, insights, and advice regarding the financial services industry and how Goldsmith Invest can help you, please sign up to our newsletter.