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herbert240
16-01-2017, 10:55 PM
My wife has recently inherited the above shares from her fathers estate. Her financial adviser is telling her to sell as part of a massive reorganisation of the portfolio to allow for more global exposure. (I may post about the other proposed changes in a separate post) I cannot see any need to sell either share but does anyone have an opinion or advice? Cheers

fungus pudding
17-01-2017, 01:47 AM
My wife has recently inherited the above shares from her fathers estate. Her financial adviser is telling her to sell as part of a massive reorganisation of the portfolio to allow for more global exposure. (I may post about the other proposed changes in a separate post) I cannot see any need to sell either share but does anyone have an opinion or advice? Cheers

Why not post on one of the numerous threads already running on these and similar trusts? You may get a better response.

http://www.sharetrader.co.nz/showthread.php?2157-Listed-Property-Trusts&p=646432&highlight=listed+property#post646432

herbert240
17-01-2017, 09:25 AM
Why not post on one of the numerous threads already running on these and similar trusts? You may get a better response.

http://www.sharetrader.co.nz/showthread.php?2157-Listed-Property-Trusts&p=646432&highlight=listed+property#post646432

Thanks fungus