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Solid, above average investment performance; |
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Minimise taxes as they believe they are a confiscation of their hard-earned money; |
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They wish to feel in control at all times and like simplicity of their financial lives; |
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They don’t want to become experts in investments or financial strategies but want our help to choose the right investments for their unique situations; |
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Help in planning their retirement so they can maintain their lifestyles as they near retirement or once they stop working; and |
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Guidance in helping them avoid mistakes so as not to lose money. |
| These client expectations form the basis of our advice model. |
