“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.