An investment specialist should comment on the market based on what they truly believe, not on what investors may want to hear. Unfortunately, many investment experts represent large organisations whose core business relies on investor inflows. Protecting these inflows is paramount and good news is favoured over bad.
The Omniwealth Investment Committee (OIC) consists of members that have a set of unique skills and specialise in their field. Although the members complement each other, they each look at markets differently. So while this encourages healthy debate it ultimately benefits their Omniwealth adviser, which helps them advise their clients with clarity and in a well-informed manner.
The OIC meets monthly and the results of the meeting are available for immediate use allowing us to make necessary changes in any market environment.
For a non-financially minded person like myself, Aaron's advice was given in a way that I understood and trusted.
We had a great experience with Omniwealth. It was made simple and easy and without the hassle of dealing with all the hoops and forms you need to jump through. I would recommend Omniwealth over and over again as they are interested in actually helping you and breaking down barriers as opposed to putting up walls when it comes to the big banks.
A lot of time was invested in us making sure that we fully understood what it will take to reach our goal of a nice income in retirement