Investment Review service for Professionals

We help you help your clients understand what they are investing in, whether their current portfolio fits their needs and how it is performing.

We do this by preparing a wholesale version of our highly detailed and customised Investment Portfolio Review report (~ 50 pp) which can be branded jointly as well as fees shared to reflect your time assisting us to research and present findings.

This service can help ... 

• Non-investment advisors like Accountants and Solicitors help their clients much more deeply understand exactly what and how they are investing, whether this is appropriate and whether their current advisor or DIY approach is adding value or excessive risk. This service may be appropriate as a one-off or done periodically, including annually for complex investment and SMSF porfolios.
  
  
• Investment advisors who wish to outsource to us highly detailed analyses which they can use to independently confirm their value add as well as leverage our proprietary techniques

Please contact us to discuss this more.