This is for those seeking more in depth guidance to starting their investment journey.
Works both as an add onto the annual subscription as well as a one off purchase. Or if a one off payment is a little hard at the moment then choose the monthly recurring payment plan.
You will get a all the information including how and where to set up accounts to manage your finances for your portfolio.
Have a monthly financial meetings to make sure your set up is seamless and to assist you in keeping track of your investments.
This is also where you will get personalised updates on your investment portfolio.
A total of 12 calls for the one off payment and a recommended 12 calls on the monthly subscription.
The end goal to us is for you to be confident enough to carry on with your investment journey long term and not need this service as we share all we have learnt over the years with you.
See you on the other side of the financial marathon.