When the markets turn as volatile and confusing as they have over the past few years, even the most patient investors may come to question the wisdom of the investment plan they’ve been following.
At Australian Financial Practitioners, we’ve seen a lot of difficult markets come and go. And we can certainly empathise with people who already have a financial adviser but find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:
By appointment, you’re welcome to come in and sit with one of our financial practitioners for a while or we can meet at your place. We’ll ask you to bring your current financial plan (known as a Statement of Advice) – what your investment portfolio is intended to do for you. Then we’ll conduct a preliminary review of the portfolio for and with you. If we think your investments continue to be well-suited to your long term goals – in spite of the current market turmoil – we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
In addition to meeting with our Financial Practitioner, we can also arrange for you to meet with our Tax Adviser for a second opinion on your taxation stratergy.
Either way, the coffee is on us. To order your coffee, simply call us on 02-46 311 499 or email firstname.lastname@example.org