If you are concerned that your investments are not sufficiently diversified, have not grown as much as you expected, or you do not have a clearly defined investment strategy then our no obligation second opinion service will give you peace of mind. We will give you an overview on whether the spread of your investments is suited to your risk return profile and objectives.
For a more detailed report that analyses the individual funds in your investment portfolio, providing research reports (where available) we charge a fee of between $750 to $1,500 (GST excl) depending on the complexity of your investments.