Investment Health Check with Michael O'Connor CFA QFA

A one-time, fully independent review of your investment portfolio

1. Questionnaire completed and investment portfolio provided for review prior to the call
2. 1:1 call covering all the investment strategy advice I can squeeze into 1 hour
3. Advise on any risk adjustments needed and ways to maximise your returns going forward
4. Email support while you implement the portfolio adjustments

Stop wondering if you're investing right