What do YOU want from us?

What do you want from us? By this stage you will probably have decided that you wish to do one of three things:

buy funds highlighted in our research, or any other funds of your choosing, on highly discounted terms (examples link). In this instance we give you no personalised advice (buy now).
review your existing funds, identifying funds which are duds, and others where, frankly, you can do a lot better. This fund checkup if FREE of charge. This is because fund managers usually pay 0.5% per annum (called renewal commission) to whomever you nominate as your current adviser (funds checkup).
benefit from tailored advice, on proposed fund purchases or in structuring your portfolio as a whole. In this case we will obviously need to know more about you and your objectives. There might be an additional charge for this service, depending on your precise requirements and the amount invested or to be invested (tailored advice)

If you still aren't quite sure what you would like to do next, get in touch with an outline of your objectives, and we'll see how we can help you.

May i take this opportunity for thanking you for looking after my interests. I couldn't have asked ...
[read more]