"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.

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