A FREE, 30 minutes, no-obligation meeting to chat about your needs
Online via Whereby.com (super easy to use)
Per telephone
Step 2
You complete FREE “get-to-know-you” questionnaires
Online. Confidential. Convenient.
I register you at www.myflptools.com
You complete 3 questionnaires: 1. Your Life principles – 7 questions 2. Your Life history – 12 questions 3. Personality awareness profile – 24 questions
Step 3
You complete your FREE Risk tolerance profile
Online. Confidential. Convenient.
I register you at www.riskprofiling.com
You answer 25 questions. About your attitudes, values and experiences. Takes 15 minutes maximum.
Your personalised report will be available online.
Step 4
Educate, Advise, Invest and Keep in touch
Educate you on investment essentials.
Share the 3 cornerstones of sound investing.
Highlight 3 nasty investor behaviour mistakes. And how to avoid them.
Advise you on a suitable investment solution.
Invest with experienced investment managers.
I’ll guide you towards your informed decision.
Keep in touch: I give feed-back, at least once a year. You ask me questions and give feed-back. To touch base, of course.
If you’re a serious long-term investor, get in touch, give it a go…
Schedule your free, 30 minutes, no-obligation meeting to discuss your needs
