Members cannot take anything from the information provided to Club Members as investment or portfolio advice from Stein Consulting Ltd or connected parties
Stein Consulting Ltd, nor its connected parties, are acting as Investment Advisers or Portfolio Managers
Membership is by invitation only
Stein Consulting Ltd will provide a Generic Financial Plan
Tax Shelter Advice is offered but not compulsory
Members appreciate that all values are temporary unless cashed out
Members understand that they are very unlikely to make medium to long-term gains from cash deposits after considering inflation
There is a personal requirement for adequate cash to protect against short term emergencies which is "The Members" sole responsibility
Excessive personal liquidity damages your Financial Plan over the medium to longer-term
Your portfolio should have a minimum of 5 stocks/funds/holdings
A stock or fund should be purchased with a minimum 1-to-3-year retention view
Share/unit price volatility is expected and accepted
There are no investment guarantees other than values will rise and fall with market forces and past performance is no guide to the future
We are committed to increase our "investment intelligence" and service to Club Members which will remain Private & Confidential and not shared in any