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Advice Presentation

After we have agreed on the on the strategies you wish to utilise, we will document them in a written Statement of Advice. This document provides the foundation for your future financial plans, and will include;

  • A concise outline of your current personal financial situation;
  • An overview of your goals and objectives, and analysis of any issues and concerns we may have over your ability to achieve your goals;
  • Analysis of your tolerance for investment risk.
  • Detailed recommendations and supporting information for the recommended strategies covering each of the aspects of your financial situation that require attention.

Where appropriate, we will provide detailed projections to help you make informed decisions on aspects of your financial situation which may affect your ability to achieve your goals.