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Second Opinion on Your Investment Portfolio

FREE Investment Portfolio Appraisal

You may be concerned that your investments are not sufficiently diversified and may have dropped more than you expected during the Global Financial Crisis of 2007/2008. Would you like a FREE investment portfolio appraisal/second opinion on your investment portfolio. We will give you an overview on whether the spread of your investments is suited to your risk return profile and objectives.

What our second opinion appraisal covers:

  • A psychometric appraisal of your risk-return tolerance
  • Analysing if the portfolio asset allocation is within the recommended risk-return band, that is, are you taking too much risk for the amount of return.
  • Based on the current asset allocation of your investment portfolio whether the expected return is high enough for the level of risk that you are taking.

Please click here to email us or phone Richard Renfrew on 04 471 0662

For a more detailed report analysing the individual funds in your investment portfolio, providing research reports (where available) then we do charge a fee of $165 (plus GST) per hour for this service.

Investment Portfolio Management