Equitas Partners is offering a complimentary second opinion for friends and family of our clients to make sure their financial strategy fits with their goals and aspirations. If we believe that their current path is best matched to their long term goals, despite the current market instability, both you and they can be reassured. If we find better alternatives, we will help them get focused on a new way forward.
The volatile economic climate has left investors feeling uncertain, in a way never felt before. In this environment people are wondering whether they are in the best position they could be. Those who are retired or facing retirement may doubt that the value of their portfolio can ever be recovered.
If you have friends or family members in similar circumstances to yourself and who doubt that their current path is best matched to their long term goals, tell them about the Friends and Family offer or they can call to request a confidential discussion on (02) 9492 0444.