Our referral policy
We're often asked to see friends, family and colleagues who might need our help. We welcome your referrals and we recommend the following process:
- We ask for a brief introduction so your referral feels completely at ease when we call
- We treat each person you introduce to us with utmost care
- We're happy to have a chat with no expectation and no obligation
- We always respect your privacy and that of your referral
Our Complimentary Second Opinion Service
A cup of coffee and a second opinion
By appointment, you’re welcome to come in and sit with us for a while.
We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio for you and with you.
If we think your investments continue to be well-suited to your long term goals – in spite of the current market turmoil – we’ll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals we’ll explain why in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.