Getting started

Steps to peace of mind

Typically we suggest the following steps to begin working with Sprung & Co:

1 — Meet with us to confirm that your requirements make a good fit with our investment philosophy.

2 — Ensure that you feel entirely comfortable with us, our approach and how we work.

3 — Engage Sprung & Co. to manage your investment portfolio.

4 — Analyse your situation, including your current investment mix, time horizon and goals — and your attitude towards risk.

5 — Work with your other advisers (lawyers, accountants, consultants, insurance representatives, planners) to ensure your portfolio is held in the right structure.

6 — Build a portfolio that is customized to your situation.

7 — Monitor and manage your portfolio.

8 — Communicate regularly to ensure complete understanding and satisfaction.

Make sense? If so, please contact Sprung & Co.

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