75point3 - Private Investor

75point3.com Making things easy We start with a chat The first meeting is about getting to know you. We learn about your current financial circumstances and listen to your future goals so we can set specific objectives. It also allows you to find out more about us and how we charge for our services. Analysis The next step is to analyse where you are in relation to your goals. For example, do you have enough money to pay off your mortgage early or contribute to your grandchildren’s school fees? Would your family have enough money to live on if anything happened to you? Research Next we look at how you can get to where you want to be. We decide on the most appropriate investments, savings or insurance products, and consider your appropriate level of risk. Because we are independent, we can search the whole of the market to find suitable products at competitive prices. Recommendation summary We provide a summary of the options we think you should consider. We discuss their pros and cons along with the associated costs, helping you make an informed decision. Recommendation report You decide on the areas you’d like to explore further, and we produce an in-depth report for you to consider. When you’re ready, we discuss the report, then progress to the application phase if and when you want to do so. We stay alongside you throughout, answering questions and giving you all the support you need. Always under review As life moves on, your requirements naturally change. That’s why we give you the option to retain us as your ongoing adviser. We review your arrangements every year, always making sure you remain on track to meet your ever-changing needs. The team at 75point3 are very knowledgeable, helpful and friendly and we feel safe with our money in their hands. I would definitely recommend 75point3 to others.