Should our portfolios be a reflection of us?


If you want to be involved, find out who is doing what, and why certain investments are in your portfolio – then you can!  If you’d rather take a backseat and simply receive a statement each six months or a year – then you can!

It is up to how you would like us to manage your money.  While Geoff and Tristan enjoy getting stuck into the nitty gritty of their own personal portfolios – we let you decide how much detail you would like us to go into with yours, if any!

At the end of the day, it is your road map to financial freedom. If you’d rather have the headphones in and let us drive in silence, then so be it. If you want to play eye spy along the way – we’re keen!!

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