This is an opportunity to sit down with a financial expert. They will share insights on how you can maximise your wealth strategies in retirement and how to achieve later years full of health and happiness.
• Gain a clear insight into your financial concerns
• Identify your opportunities and goals
• Clearly see what is working and what is not with your finances
• Understand how to protect your estate for your loved ones
• Identify ways to minimise tax & boost investment growth to make your money work harder for you
• Gain clarity on your financial future
The Exploration Meeting is a unique and beneficial opportunity to get to the heart of your financial concerns and learn how you can positively impact your future.
Once we have assessed your situation, and an Exploration Meeting is deemed to be beneficial, a member of the Efficient Portfolio team will meet One-on-One with you to show you a clear idea of what you can implement and how this can be done. Get solutions to your problems and several options to consider plus feedback on your current strategies.