Business details
Description
With more than 19 years experience within the financial industry, Wane is an unconventional thinker and provides novel ideas and solutions to his clients enabling them to grow their portfolios. Wane likes to think outside the box and considers himself a contrarian. He believes that the old idea of buy and hold is a recipe for financial failure.
He feels that active managed portfolios will always beat Buy and Hold. If you don’t make money in the short term don’t expect to make money in the long term; life is just a series of short terms, where did the time go! In the simplest of terms, Wane is always looking out for you. Working with you, he will: Analyze your current life plan. Design a dynamic portfolio within your risk parameters with the aim of reducing risk and enhancing performance. Review your portfolio every three months and let you know if anything should change.
Help you create a budget to follow, allowing you to save for retirement, your children’s education, you new home. Advise you on retirement planning and lifestyle planning for your future. Protect your family assets through owning only the most appropriate products and services. Write a new comprehensive financial plan to see you succeed in your dreams, your goals; your life plan. You have nothing to lose and everything to gain. Touch base with Wane today, and learn how his forward thinking tactics will provide you with peace of mind when it comes to your future. Not all my friends are clients but, all my clients are friends.
Please call or visit my website for more information.
Categories
- Insurance Agents
Language options
- English
Business hours
- Sunday By appointment
- Monday By appointment
- Tuesday By appointment
- Wednesday By appointment
- Thursday By appointment
- Friday By appointment
- Saturday By appointment