Portfolio Consultancy


5,900 inc. GST



Bravisa Temple Tree offers consultancy services for investors who already have portfolios. We will review the portfolio and provide suggestions on exposures, allocations, and changes to be made in order to meet present conditions with a focus on meeting your goals according to our consultation of you as an individual investor. The first appointment is one hour long because we want enough time not only for review but also for discussing the report which includes all necessary insight gained from examining your account history including investment objectives over various periods.


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