White Investments advisory services aim to provide clients with the level of input and involvement that best suits the clients needs and objectives. The ultimate decision making power remains in the clients hands.
The internet provides us with a rich array of options for all levels of financial curiosity. Everyone will have to decide what they require but here is a list of some of the more useful sites I use regularly.
Have an awareness of the need for a plan to achieve their financial goals but are not sure where or how to begin the process.
Are perhaps disillusioned by their past experiences within the investment industry BUT with a little help and guidance have a desire to improve their financial knowledge and to take control of their own financial futures.
Have existing lump sum investments with a third party(ies) but are unhappy with their investment strategy, performance or service and want a few ideas on where things may have gone wrong and possible ways to improve their current situation.
Want to start making monthly contributions towards a specific investment objective like a retirement plan or saving towards their children’s education.
Have been running their own finances and merely want someone to provide advice, guidance or a second opinion on areas they are not confident in or just want a fair and independent assessment of their current affairs to confirm they are on the right track towards financial freedom.
Perhaps have too little capital to be accepted by large wealth management firms or simply want to avoid the often times excessive fees associated with this premium service.
Want full disclosure and transparency as to the service they receive and the cost of that knowledge and expertise. No unnecessary ongoing management fees.
Small businesses that:
Want to establish a retirement plan for their staff.
Want an independent assessment of existing investments.
Need help to manage excess liquidity or want to try and achieve better short-term returns versus their bank deposit rate on credit balances.
Are looking for ideas to enhance income on offshore cash reserves.
Want advice on how to create a long term investment portfolio with excess capital.