Ian makes a point to check-in with me often, keeping me up to date and ensuring that I continue to follow our agreed game plan. He’s like a personal trainer for my finances. read more
I’m a firm believer that all my clients must understand the investments that they make. You will need to know why you’re investing in something, how it fits in your portfolio, and at least also have a basic understanding of how the investment works.
So, depending on how ‘hands-on’ you want to be with your portfolio, I will endeavor to teach you the methods and systems with which I make investment decisions.