What is an X-Ray Review?
If you have investments in place already, it makes sense to get a second opinion to make sure you made the right choice. Let´s face it, nobody buys the first car they look at.
We offer a no-obligation X-Ray review where we review your existing pensions and investments to make sure you are getting the best results. Sometimes our review will reveal that you already have the best solutions in place, in which case we recommend you staying put.
What’s the catch?
There is no catch. We often find that expatriates are invested in outdated investments with hidden charges attached to funds. We have had a lot of positive responses from the X-Ray reviews we’ve done to date. By making your portfolio clean and without unnecessary charges, it gives you more investment growth potential for the future, meaning more money for retirement!
Is there a minimum amount for me to have an X-Ray Review?
The minimum value for an X-Ray Review is £50,000 or the equivalent in another currency.
What will an X-Ray Review cost me?
Nothing! It also won’t cost you anything should you decide to move your portfolio to SJB Global. You have nothing to lose. In some cases, we have been able to lower the cost by up to 75%. If you are unsure what you are paying for, it’s advisable to do an X-Ray Review.
What an X-Ray Review Uncovers
People are often unaware of the costs in their portfolios or even how well things are performing. We break it down as follows:
- All costs including the platform, funds, adviser costs, exit fees, trustee fees.
- 5 years performance of all investments
- Compare investments to benchmark
- Compare the service you are being offered
What we often uncover is that you are paying a lot of unnecessary costs which can easily be changed and reduced.
FIND OUT THE ANSWERS TO MORE QUESTIONS…
Download your FREE “Expat Financial Planning Guide” NOW and avoid the common mistakes that expats make whilst living overseas.
Request your FREE call TODAY to find out how you can benefit from our services
What does a call include?
- Explain our service and what makes us different
- See what areas we cover in your jurisdiction
- Discuss your financial objectives
- Provide a thorough review and recommendation