Portfolio Consultation

Book an appointment for a personal session with the Investment Advisor to discuss your investment goals, risk tolerance and circumstances affecting your investment decisions. A portfolio evaluation will then be conducted to ascertain whether your portfolio is suitable to meet your goals and exposes you to a level of risk with which you are comfortable. Recommendations will then be made to most optimally align your portfolio with your stated goals and directly address individual needs.

PRICE: $25,000.00

[Upon payment you will be redirected to the booking page.]

Confirmed bookings are guided by the these Terms.

Cancellation Policy: Please reschedule or make cancellations at least 24 hours before the scheduled time. Consultation fees for sessions cancelled or rescheduled within 24 hours of the scheduled time are non-refundable. If absent from your scheduled session, the session will be non-refundable. If you are not present within the first 10 minutes of the scheduled session, you will be considered absent from the session.

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