It often happens that when reviewing a client's portfolio, I find that they have been sold products that they don't need by "great sales people". You have to be a great sales person to sell products to people that they don't need, would'nt you agree?
This week I suggest that you give me a call and have your portfolio reviewed. The benefits of having your portfolio reviewed by me are:
1. I will review your current needs, as everyone's needs change over time.
2. Consolidate your portfolio and weed out what you don't need thus saving you cash.
3. Review the funds that your Retirement Annuities are invested in and update.
4. Peace of mind and simplification having your needs matched to suitable products
Make sure your financial advisor is a great advisor and not just a great sales person. Call me to arrange an appointment to review your portfolio at no obligation and no cost to you whatsoever, over a cup of coffee.
