The 4 Steps
Step 1
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.
To share your unique story with me.
You complete 3 questionnaires:
1. Your Life principles – 7 questions
2. Your Life history – 12 questions
3. Personality awareness profile – 24 questions
Online or offline. Confidential. Convenient.
Online
I register you at www.myflptools.com
You complete the questionnaires.
Offline
I email you the fillable PDF questionnaires.
You complete them and email back to me.
Step 3
You complete your FREE Risk tolerance profile.
To pinpoint your natural tolerance for risk.
You answer 25 questions.
About your attitudes, values and experiences.
Takes 15 minutes maximum.
Online or offline. Confidential. Convenient.
Online
I register you at www.riskprofiling.com
You answer the questions.
Your personalised report will be available online.
Offline
I email you the fillable PDF questionnaire.
You complete it and email back to me.
I email your personalised report to you.
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.