Talk to Alan
After 30 years as an adviser, Alan is looking to slow down, but he does like to help people too.
Accordingly we have aligned with some younger advisers who also use asset class investments (exactly the same model as we use).
So if you are age 50 to 75 and looking for retirement or investment advice, please send Alan an overview of your situation and he will look over it.
He will then either :
Email - alan @ acfs.co.nz - or Cellphone 021 400 120
Our fees
- $150* for a one hour discussion (includes a copy of Alan's book)
Alan's disclosure is available on request and free of charge.
If you want a copy please email us on alan@acfs.co.nz
After 30 years as an adviser, Alan is looking to slow down, but he does like to help people too.
Accordingly we have aligned with some younger advisers who also use asset class investments (exactly the same model as we use).
So if you are age 50 to 75 and looking for retirement or investment advice, please send Alan an overview of your situation and he will look over it.
He will then either :
- contact you with more questions
- or help you if he can
- or refer you to our younger adviser associates (they are AFA's too)
Email - alan @ acfs.co.nz - or Cellphone 021 400 120
Our fees
- $150* for a one hour discussion (includes a copy of Alan's book)
Alan's disclosure is available on request and free of charge.
If you want a copy please email us on alan@acfs.co.nz
MEMBERSHIPS
As ethical, independent financial advisers we believe it is important to maintain memberships at the following organisations:
|
|
|
