What is the investment approach?
Client Profile
Name: Lesley
Job: Teacher
Passions: Reading, travelling, interior decorating, Spanish, home-based business
Why YOU FIRST?
“I feel totally different about my finances now – more confident, unworried about the future. I like that everyone knows my name when I walk into the office. It’s such a personal level of service.”
What is the investment approach?
Warren Buffet, Sir John Templeton, Benjamin Graham and Peter Lynch are our gurus.
For us it’s all about buying smart and holding strong to produce superior long-term results.
YOU FIRST provides integrated financial planning that encompasses all aspects of your financial life.
We closely track every client’s unique holdings. Every fall we conduct a thorough review of each fund you hold and recommend a hold, sell or buy position for the next 12 months. You receive monthly, personalized status reports on your holdings.
When major changes in the market happen you will receive an immediate email alert with analysis on what the change means to you and what action (if any) is recommended. YOU FIRST Financial Planning advisors are always just a phone call or email away to answer your questions.
All YOU FIRST Financial Planning research and analysis is available to our clients including lists of YOU FIRST’s preferred investment funds across all fund categories.
