Mentoring and Education

For the majority of our clients, we act as a facilitator. Presenting them with suitable opportunities to create or add to their portfolios. Some clients however, choose to play a more active role in their investments - wanting to gain a deeper level of understanding so that they can either follow the process more closely, or perhaps arrive at a place where they can proactively work on their portfolio themselves.

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We offer a mentoring service, wherein we teach our clients what we know over a period of time, and undertake a coaching role for them. We can sense check their choices, guide them through the deal structures and keep them on track with the plan we collectively create. We hold regular one to one meetings and support them through their investing journey.

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Please get in touch to arrange an informal chat and find out more.