“Helping you be and stay a confident investor”

 

It’s possible. Allow me to show you how. In 4 steps…

1. A FREE, 30 minutes, no-obligation meeting to discuss 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.finametrica.com
  • You receive a confirmation email with your username.
  • You create your own password.
  • 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 tailored investment solution to create wealth.
  • Help you invest with experienced investment managers.
  • I guide you towards your informed decision.
  • Keep in touch:
    • I give feedback, at least once a year.
    • You’re most welcome to contact me with questions and your feedback.
    • 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
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