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Frequently Asked Questions
Change Your Advisor
Have you lost contact with your existing financial advisor and feel that you have been left to manage your own account? Are you unhappy with the level of service and advice you have been receiving from your financial advisor? Is the performance on your account disappointing and do you feel that your financial advisor is not adding any value to you?
It might be time to make a change and start again with Argentum financial advisors.
Argentum is one of the largest firms providing financial planning and wealth management services to the foreign community throughout the Asia-Pacific region. Working with Argentum, you can expect:
- An overview and explanation of your accounts and what your options are
- A top down review of your current portfolios and recommendations for improvement
- An experienced financial advisor to discuss your accounts with
- Online viewing and regular valuations for your accounts
- Administrative support to assist you with any questions or requests on your accounts, such as: fund switches, withdrawals, premium changes, or address changes
- Optional active portfolio management for your investments (click this?link for more details)
- A personal financial review to determine your needs and future financial objectives
- Ongoing reviews of your accounts and regular contact with your advisor
- Financial advice and support anywhere in the world
If you have an investment plan, portfolio bond or insurance policy, we would be happy to assist you in the management and servicing of your accounts. Changing over to Argentum is simple and straight-forward and there would be no fees involved in transferring your accounts to us.
To find out more about how we can increase the potential for growth on your accounts and offer a higher level of advice and servicing to you, please complete the Contact an Financial Advisor form on this page and we will call you back within 24 hours. Any initial consultation with us is free of charge. Alternatively, please complete the attached Switch Financial Advisor form and fax or email a scanned copy to us at firstname.lastname@example.org.
Why not make a change today? Improve the possibilities for your financial future with Argentum financial advisors.