What is the Portfolio Review Call?
As a getquin subscriber, you can now get professional feedback on your financial situation – directly in the getquin app. In a 30-minute 1:1 session with one of our experienced, licensed financial experts, we'll take a close look at your entire financial picture: investments, cash, liabilities – everything that makes up your wealth.
What to expect
A holistic view of your wealth – we look at your complete financial situation, not just individual positions.
Personalised feedback – what's already working well, and where is there room to optimise?
Your questions, your agenda – you set the topics and ask the questions that matter most to you.
Who can book a Portfolio Review Call?
Wealth subscribers: included free of charge once per year.
You can book your call directly in the getquin app.
Good to know
Fully independent: your expert doesn't sell external products and receives no commission – the conversation is completely unbiased.
No obligations: you don't have to buy anything or act on any recommendations.
Your data, your choice: with your explicit consent, you can easily share your getquin data with the advisor so they have full context for a truly personalised conversation.
Disclaimer: The Portfolio Review Call does not constitute individual investment or insurance advice in a regulatory sense. The content of the session is general in nature and is not a substitute for personalised financial advice.