Second Opinion Service


 Initial Discussion

1 Hour
We discuss your current situation, what makes you happy or unhappy about your investments and what you would like to focus on to get the best outcome.

 Performance Review

Turn Around Within a Week
We review your performance in the context of your overall plan. We check the track record and assess the likelihood of achieving your desired goals. In this step we evaluate risk, existing asset allocation, fees and cashflow.

 Deliver Second Opinion

1 Hour

We inform you if your current plan is on track and if you will achieve your goals. If minor adjustments should be made we will make a recommendation; if there are significant problems we will offer our services.