06 Oct 2019
Has anyone had any experience with the TM Atlas Classic Plan?
Some of the notable features that attract me are:
I’m looking at this as my long term investment plan.
Appreciate any input
I have not seen the funds available yet but the product structure seems fine. I think you can compare this quite well to AXA Wealth Treasure. I'll need to do a fee breakdown to make sure. I haven't received training for this product yet. I'll check back to this question next week.
But ultimately if there aren't good enough funds to build an above average risk adjusted portfolio, you could be better off, buying funds directly with a lower wrap fee by a human advisor.
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