1:1 Investment Coaching



This is for those seeking more in depth guidance to starting their investment journey. As a add onto the annual subscription, you will get a all the information including how and where to set up accounts to manage your finances. 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, unless there are some changes in the market that will mean you require more assistance. The end goal for 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.

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