“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 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.

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

I'm ready to help you be and stay a confident investor