Why Mee & Co?
Why should I choose Mee & Co?
We our a small family business that have close relationships with all of our clients. As well as the ongoing relationship with your adviser, you will also benefit from the assistance of our Client Relationship Manager, Jen, who will be available to speak to should your adviser not be available. The majority of our referrals come from our existing clients which gives us confidence in the service that we provide.
How much money do I need to have?
It is a common misconception that you need to have a certain level of assets for financial advice to be available to you. We work with a wide range of clients with various levels of wealth however the most important thing to us is you. We feel that we can add value to any household through the wide range of services we are able to offer. Why not challenge us to do so?
What are your fees?
All initial meetings are completely at our expense. This meeting allows us to discuss your needs and objectives and how we can help you achieve them. If you decide after this meeting that you would like to work with us, we will inform you of all the associated costs at outset so that there are no nasty surprises.
If I invest, could I lose money?
In a word, yes. If you are looking to invest for your future, it is likely that you are going to be exposed to risk which could result in losses as well as gains. However, we work with you find the right level of risk for you based on your objectives and investment timeframe.