Documents for Members and Guests

"The client had decided his investments were fine where they were. What could a financial planner really offer him? We charge for doing nothing! I knew I had lost the client as he drifted off while I explained risk vs return and diversification, he had heard it all before. He couldn't wait to get out of my office.

I pulled out my copy of the Upper Quartile report and the client went silent. He hadn't seen this before. 10 minutes later he was giving me a list of other people he also wanted me to talk to."

"The Upper Quartile Funds Analysis has already had a beneficial effect on my practice, both in terms of time saving and client satisfaction.

Where once the investment review process was rather lengthy and certainly shrouded in mystery for many clients, they now see a highly efficient, yet simple to understand process that clearly explains the reasoning behind their adviser's recommendations.

The client is reassured that their long-term investment performance is being maximised and that someone really is taking time to care for their financial well-being"

"After the last two years of 'sit and hold' advice, clients want to see some action taken in their portfolios. Upper Quartile gives financial planners the tools to provide proactive solutions"