Second Opinion Review

Gain peace of mind about your investment portfolio

Book a discovery call

An investment portfolio second opinion, also called a “portfolio review,” is a detailed analysis of your financial holdings and associated strategies, allocations, fees and performance, to determine whether the most effective instruments and methodologies are being utilized to reach your goals.

When did you last review your finances?

When you’re sick, you visit a doctor. If your ailment persists or you’re told you need a more serious remedy, you get a second opinion. Why? Because when it comes to your health, you don’t mess around. You want to ensure you are receiving the most effective treatment possible to achieve optimal health. For individual investors, this in-depth analysis can also grant that all-important confidence and peace of mind that comes from knowing a sound plan is in place and your investments remain on track toward achieving your personal financial goals.

What will your second opinion review uncover?

  • Your current portfolio performance (profit or loss)

  • Gaps in your investment plan that need immediate attention

  • A detailed plan of action to bridge these gaps and improve returns

  • A complete personal investment plan that matches your goals

Investors have successfully improved investment returns by up to 32.82% through this review.

The process

Step 1

  • First, we listen to you before we look at your current portfolio.

  • We ask questions and carefully listen as you explain your investment objectives, your financial goals, and the specifics of your unique, individual situation.

  • Then, and only then, will we ask to see your portfolio.

Step 2

  • Next we undertake a comprehensive analysis of your current position and holdings. We analyze your position by blending your investment objectives with our market and product provider knowledge.

  • Whilst doing so, we pay particular attention to key factors such as your investment objectives, time horizons and risk tolerance. Reviewing ongoing suitability and all important charges.

Step 3

  • Once we have completed our evaluation, we will offer you our best opinion on the quality, cost, and suitability of the investments you presently own.

  • A second opinion may identify and even help rectify problems with your current strategy, or simply provide an outside perspective to verify your current advisor is utilizing the most effective methodologies to attain your financial objectives. If your current portfolio is properly structured, we will tell you so. If we feel changes should be made, we will make specific recommendations.

Jessica helped with everything. She was incredibly thorough and left no stone unturned to insure she fully understood our requirements. She was incredibly proactive, informative and I felt that she was operating at all times with our best interests in mind. She also provided advice which allowed us to uncover previous investments (pensions etc) which we would not otherwise have unearthed. She provides a service which insures her clients get exactly the support they need even if it does not generate extra business for her. I would give her a 6 star rating if I could.

I received a Personal reference from a friend in the UAE when I decided to deal with my pensions. From the start of communication, Jessica has worked with me at some very strange times due to my work and travel schedule with her always available to answer questions or give specific guidance. Her guidance has been first class assuring that I fully understood each and every decision I have made related to my pensions. I would not hesitate to recommend Jessica.

I needed to consolidate multiple defined benefit & defined contribution pensions into a single product,  and as an expat living in Australia,  needed to find the right solution in the short to long term with flexibility to transfer between countries at low cost in the future. Jessica helped me work through the various options and the pros & cons of each. She explained these in a very clear way making decision-making a lot easier. She was very clear about the costs and benefits both short and long term.

Jessica was able to review my current QROPS and investments and present me with a strategy what was easy to understand and one which was transparent regarding potential returns, fees and expectations. It is rare to find such a good communicator able to provide simple answers to questions while I did my due diligence. The financial advice world is in need of more people with Jessica’s skill set.

I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.

From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options

See more reviews

Benefit from comprehensive, integrated, and objective advice.

Let’s discuss your specific needs and how I can help you meet your objectives

Speak with an expert