"Helping you be and stay a confident investor"
It is possible. Allow me to show you how.
In 4 steps . . .
1. A FREE, 30 minutes, no-obligation meeting to chat about your needs
- Per telephone.
- Online via Whereby.com (super easy to use)
2. You complete FREE “get-to-know-you” questionnaires
- Online. Confidential. Convenient.
- I register you at www.myflptools.com
I email you your username and password.
You complete 3 questionnaires:
1. Your Life principles – 7 questions.
2. Your Life history – 12 questions.
Visit and update your answers at any time.
3. Personality awareness profile – 24 questions.
I’ll email you your report.
3. You complete your FREE Risk tolerance profile
- Online. Confidential. Convenient.
- I register you at www.riskprofiling.com
- You’ll receive an email from FinaMetrica.
With your username. - You create your own password.
I email you to confirm registration. - You answer 25 questions.
About your attitudes, values and experiences.
Takes 15 minutes maximum. - Your personalised report will be available online.
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.