Dotting the i’s and crossing the t’s.
A Helping Hand
Do you need to have a passport or a proof of address copy certified for a financial institution or international life office? If you find yourself for any reason without local admin support from your previous financial advisor and are looking to make changes to your existing international accounts but are struggling with the documentation requirements, we can help.
At Argentum Wealth, we have a Client Servicing Team that can support all the administrative requirements for your existing international accounts. Contact us to talk to an advisor and learn more.
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Frequently Asked Questions
Can you help me with my existing investments?
If for any reason you find yourself in a situation where you are no longer in contact with your previous financial advisor or are simply not happy with the level of service or investment performance your existing advisor is providing we would be able to service and support you. We can easily transfer your accounts to be serviced by Argentum and at no additional cost.
Can Argentum manage any new investment for me?
For clients who would rather have their investments and portfolios managed for them we are able to take care of everything for you from A to Z. Based on your risk profile and growth targets we can recommend a personalised portfolio to you. We will then continue to monitor, manage and make on going recommendations to you via email or phone.
I already have an advisor. Why should I meet Argentum?
We recommend that you get a second opinion to make sure that you are getting the best performance, service and support from your existing advisor and to confirm you are making the most from your existing investments.
I’m not happy with my current financial advisory firm?
Please feel free to contact us and we’ll be more than happy to arrange a meeting face to face or over the phone with you. We would initially conduct a financial questionnaire and review with you and then give you recommendations on your existing accounts. Once Argentum has been elected by you to be your preferred advisory company we will then be able to give you continuing ongoing service and support.
I like to manage my own investments.
For clients who want to manage their own investments we can give you access to a wide range of solutions that you wouldn’t be able to access to yourself. You would be able to manage many of these solutions directly online. We also offer portfolio management services where we take care of all and any admin for you.