No value add for the fees charged - a very negative experience
I was introduced to Invest Blue by my trusted financial advisor when he was forced to medically retire. It was not necessary for Invest Blue to make any changes to my investment strategy or products. The financial planner I was assigned 'left' after a few months. The planner I was subsequently assigned provided me with no information beyond that which was available to me on my online investment portal.
When I asked why my investments had not been moved onto another platform that attracted significantly lower administration costs (having been al...
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