Free Portfolio Review

Invest in Equities?

If you have a portfolio of $250,000 and above, put us to the test.  Take us up on our offer for a free Portfolio Review.

In this review we’ll go over your current situation and where you’d like to get to. I won’t hold anything back and give you my considered opinion as to how you could improve your stock position.

To qualify (and allow us to make sensible recommendations) you must have a portfolio of $250,000 or more. 

Here are comments from a review I recently conducted…

“Thank you so much for my portfolio advice. You have helped me a lot, I know that I have too many stocks and will reduce the amount. You have “hit the nail on the head” with me missing opportunities to sell because I have too many to watch. Thank you again so much and I will be going through my portfolio with a fine tooth comb.” – Susan Phillips

Given the intensive nature of our reviews, we only conduct a few per month.

So if you have $250,000 or more to invest and want to take advantage of the returns the stock market can bring, I strongly suggest you pick up the phone and call me on (02) 9002 3260 to book in.

Alternatively, enter your details below and we'll get back to you promptly.