I’ve been a client of Investwise for a number of years now and find the service they provide to be excellent.
There are a couple of reasons for this:
- Independence – there are very few truly independent financial advisors out there who will give advice on all products right across the market. Investwise is one of them. This is so so important as you are really getting the best advice without the sales pitch that a lot of other advisors give.
- A personal connection – when you meet with one of the Investwise folks, a connection is built which, in my case, has lasted my years. This is not some faceless corporation where you feel the advisor is reading from a memorized cheatsheet when offering financial guidance – again my experience. With Investwise, you build a relationship and get customised guidance based on your own financial needs and aspirations with regular follow ups to answer questions or make planning changes based on new circumstances.
Would encourage anyone who wants to get valuable financial guidance to reach out to Dave and his team for a chat. You won’t regret it.