Your current investments Many
of our clients initially come to us seeking a review of the suitability of their
existing portfolio. They have found this to be an invaluable first step to gaining
peace of mind with their investments.
Many of
our clients have realised some of the following after Trinity Wealth Management
had reviewed their portfolio: - The level
of risk they were taking with their investments did not match their current risk
profile.
- There was little diversification.
- Poorly performing funds were continuing to be held
- High annual management charges were being
paid, but no noticeable high returns were enjoyed.
- The
fund manager in charge when they had first purchased the fund had since left.
The
process of reviewing your existing portfolio is as follows: - Set
up a meeting with a fully qualified Trinity Wealth Management adviser.
- Together,
assess your investment goals and risk profile.
- Trinity Wealth
Management to gather all relevant information on existing portfolio.
- Trinity
Wealth Management to research existing funds on your behalf.
- Trinity
Wealth Management to compile a report including recommendations.
- Trinity
Wealth Management adviser to meet with you to go through report.
If
you would you like your existing portfolio reviewed then please click 'Contact
Us' in the menu to the left and complete the response form. "Invest
in seven ventures, yes, in eight; you do not know what disaster may come upon
the land."
Ecclesiastes 11:2 Today's New International Version
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