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Investment Coaching

We don’t manage your investment account – we provide the expertise and support needed so you can create your own portfolio. 

Fully Independent Investment Review

Health Check

  • 1 to 1 investment call to review your current investment portfolio
  • Advise on any risk adjustments needed and ways to maximise your returns going forward
  • Investment plan created detailing your new portfolio breakdown
  • Email support while you implement your portfolio adjustments

Whatever investment problems you’re having, we’ll solve them

Book Health Check
With You Every Step of the Way

Investment PT

  • Work with you over a number of session to develop you personal financial masterplan
  • Investment plan created detailing your new portfolio breakdown
  • Full educational support while setting up your investment account
  • All the ongoing support you need to manage and grow your investments with confidence
Free Intro Call

Your Personal Investment Coach

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    mike@theislandinvestor.com

    The Fine Print

    This is not financial advice, investing advice, or tax advice. The information on this website is for informational purposes only. Any investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns.