I don’t know where my adviser is – can you help?
Have you lost contact with your international financial adviser and need some help? Unfortunately, adviser turn-over in the international financial planning industry is relatively high. As a result many clients end up ‘orphaned’. Shoreline believes that regular service and advice, during the entire life of the plan, ensures the highest rate of success. Setting up a plan is the easy part. The real work is ongoing service and this is what Shoreline specializes in.
Without regular service and advice many plans, once started with good intentions, end up unsuccessful. Contributions stop, performance goes down and a great plan turns out to be not such a great plan. It is similar to maintaining your car as without preventive maintenance it will not be an enjoyable ride.
It doesn’t have to be that way. Shoreline believes in the long-term value of saving plans and that the real value is not in the final value of the plan itself, but in you achieving your targets. If you can afford to put your child through university, or retire early with the income you need, all with the help of your saving plan, then you have invested and saved successfully.
Personal situations change all the time when people move country, job or their partner. Shoreline can help you assess whether your plan’s current status still matches your financial situation. If you want to change or resume contributions, adapt the investment profile, or set-up a regular withdrawal for income Shoreline is happy to assist.
Concluding, losing contact with your international financial adviser can happen for many reasons. To make sure your plan becomes successful, please contact one of our consultants who will be more than happy to ‘adopt’ your plan. We will assess which steps are required to bring your plan back on track and look after your plan for you.