Free Investment Review
As part of our service, we offer all prospective clients a free investment review. An investment review is aimed at investors who are undecided on how they want to invest. This is an opportunity for you to tell us about your attitude to risk as well as your wants and needs. From this information, we can introduce you to certain investment products which match your investment criteria.
- Esper Wealth offers two types of reviews. One is an informal review which is just talking in generics. Under this type of review, you are not disclosing your financial details.
- The other type is a comprehensive review. This is where we do a full fact find and then make formal recommendations based on the information that you disclose to us. A comprehensive review is for people who want formal advice. With this service we give you a suitability report which explains our recommendations.