Confidence in my advisor

18/12/2020

When the financial meltdown happened in 2007/2008 our financial advisor at the time didn’t inspire us with confidence when we asked for his help.

When we contacted Peter for advice he assessed our situation quickly and efficiently. Peter worked with us to identify our investment needs and he proposed a way forward to protect our investments. My wife and I agreed to engage Investing Ideas on a permanent basis.

The system the company uses gives us real time access to our investments’ progress, giving us both peace and mind as well as confidence in his professional ability.

He is extremely responsive to any phone calls or emails – that demonstrates great customer focus, which we feel is extremely important.

Over the years, since our first meeting, we have surpassed our investment objectives and are now reaping the benefits of an excellent financial adviser.

 

The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

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