Independent, planning-led
We start with your goals, timeline and circumstances, not with a product. Recommendations come from your plan, so you can see why each piece is there.
Free investment review
Get an independent second opinion on your investments
Book a free investment review with Central Advisors, an independent financial planning firm in the Cayman Islands. We look at what you hold, what it costs and how it fits your goals, then compare it with what is available across multiple platforms.
- 30-minute call or meeting by appointment
- No obligation
- CIMA License 2219932
Allan Shine
Certified Financial Planner®
Central Advisors Limited
CIMA License 2219932
Why book a review
Wider choice, multiple platforms
Some wealth managers offer only a limited range of external investments. As an independent firm, we can compare options across multiple platforms and help you see what else is available.
Clarity on costs and risk
We set out what you are paying, how much risk you are taking and how your holdings fit together, in plain English. You decide what, if anything, to change.
Free investment review
How it works
- 1
1. Book a time
Choose a slot on Calendly for a call or a meeting at our George Town office (by appointment only).
- 2
2. Share the basics
Send recent statements and tell us about your goals. We will send a short checklist so you know what to bring.
- 3
3. Get your review
We walk you through our findings: costs, risk, diversification and fit with your goals, with clear next steps. There is no obligation to proceed.
Book a time
Choose a slot on Calendly for a call or a meeting at our George Town office (by appointment only).
Book a meeting
Choose a time for a 30-minute introduction with Allan Shine, CFP®.
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About Allan and Central Advisors
Central Advisors Limited is an independent financial planning firm based in the Cayman Islands, led by Allan Shine, Certified Financial Planner®. Central Advisors Limited is licensed by the Cayman Islands Monetary Authority, CIMA License 2219932.
FAQ
Is the review really free?
Yes. The initial investment review is free and there is no obligation to become a client. If you decide to work with us, we will explain our fees in writing before you commit.
What do I need to bring?
Recent statements for the investments, pensions or savings you want reviewed, plus a rough idea of your goals and timeline. We will send a short checklist after you book.
How long does the review take?
Usually a 30-minute first meeting to understand your goals, followed by a 30-minute meeting to walk you through our analysis and recommendations.
Do I have to move my investments?
No. A review is simply a second opinion. You decide what, if anything, to change, and nothing changes without your agreement.
How are you different from my current wealth manager?
We are independent and planning-led, with access to multiple platforms. Some banks and wealth managers offer a limited range of external investments; we can compare a wider range of options against your goals. A review does not mean you have to move anything.
Can you tell me what returns I will get?
No one can promise future returns. We focus on what you can control: costs, risk, diversification and fit with your plan. Investments can fall as well as rise.
Ready for a second opinion?
Book a free, no-obligation investment review with Allan Shine. Calls and office meetings by appointment.
The White House, 20 Genesis Close, George Town, Cayman Islands, KY1-1208 (meetings by appointment only)
Central Advisors Limited is licensed by the Cayman Islands Monetary Authority, CIMA License 2219932. The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. Past performance is not a reliable guide to future performance. Nothing on this page is a guarantee or projection of returns, or a personal recommendation. Advice is given only after a full review of your circumstances.