Calibre Second Opinion Service
Many successful people aren’t as confident as they should be about their financial future. With success often comes a degree of financial complexity that can be overwhelming, particularly when you lack the time and know-how to manage your money properly. If you find yourself in such a situation, think you may have a need for advice, or are just unhappy with the advice you’re currently receiving, we’d love to chat with you.
The Calibre Second Opinion Service is a complimentary offer, designed to help you gain clarity on your current financial reality and determine whether you’re on track to achieve your ultimate goals. It’s also a great starting point if you’re thinking about engaging with a financial adviser for the first time or switching from a current service.
The process
First, we’ll meet with you to clarify your most important goals, the values upon which they are based, your major money worries, and your current financial reality.
Then, based on that information, we’ll work together to complete an Advice Map tailored specifically to your situation and your future plans. An added benefit is that regardless of whether we opt to work together or not, this Advice Map will be yours to keep for future reference.
Finally, we’ll offer our insights into whether you’re on track to achieving your goals and, as required, propose specific actions or strategies you could implement to get the most out of your money and your life.
All about you
Essentially, this unique offer is all about removing any pressure by presenting you with a comprehensive but obligation free service. It also represents amazing value when you’re in need of advice but aren’t quite sure where to begin or who to entrust with the management of your finances.
By taking the time to get to know each other and your circumstances, we can determine whether or not we’d be a good fit for an advice partnership, prior to making any commitment.