Special Offers


Free Statement Of Investment Advice

Wednesday, April 30, 2014


Free Statement Of Investment Advice

Clients who take up our portfolio management services for 24 months at our standard advertised rate as per this web site can have us prepare a Statement of Investment advice at no cost to them.

This service is valued at $2,200 incl. GST. we simpy rebate the cost of this and dont charge it unless you leave our services wihtin 24 months. 

So far we've never had a client have to pay us on this offer which we have been providing for a number of years.

Start by contacting us to discuss your advisory requirements to see whether this offer meets with your needs.