We don’t do office hours
At Pacific IFA we like weekend consultations, unlike many other firms. That’s because it’s the time when clients have the freedom to sit down and think about where they want to go in life and how they can fund their aspirations.
Often enough partners and families get involved too, which helps us a lot in drawing up the big picture. After all, there are many family elements in a robust, long-term wealth-creation strategy. Typically, it will combine costs of education, income preservation, family insurance, possibly bigger homes as the family expands, second and even third homes abroad, extended trips together among other factors.
And of course today’s investment markets run 24/7. A robust, risk-weighted wealth creation portfolio shouldn’t need constant fine-tuning, but Pacific IFA is based on the recognition that markets are always on the move. So we’re always ready to recommend adjustments to clients’ portfolios in the light of significant market events.
That’s why we believe the days of the quarterly—or in some cases,annual—statement of the status of an investment portfolio are long gone.
If they want, our clients can get read-outs that tell them exactly where their wealth-creation goals stand.