Why Our Firm?
We understand that providing financial advice is a privilege whereby the utmost trust has been placed in us and we respect and appreciate that trust.
Results from our 2015 annual client survey showed:
- 97% of clients would be comfortable recommending our firm to family and friends
- 86% of clients felt their financial position was moving in line with their objectives
- 93% of clients felt we had met or exceeded their expectations
- 100% of clients found our on-going review process valuable to their financial education and comfort level
Fee for advice
We operate a transparent fee-for-advice model on all investment recommendations. Our clients know our costs are directly paid by them and are fully informed of these prior to acceptance or implementation of any advice.
Our advice team has a combined market experience of over 60 years. We provide active financial advice to over 100 clients and manage in excess of $60 million in Funds Under Management.
All client meetings are held with 2 financial planners who provide advice on their position. This affords our clients uninterrupted, uniform advice on their personal position regardless of planner leave, illness or retirement.
Aligned professional networks
We understand that complete financial advice encompasses many areas of expertise. Our firm has formed strong working relationships with specialists in the field of Accounting, Law, Estate Planning and Mortgage Broking. These alliances provide our clients with a team of professionals working in tandem for the benefit of their position.
Our team of financial advisers contains industry accredited specialists in the fields of Self Managed Superannuation, Estate Planning and Business Succession. All advice team members exceed the industry standards for advice qualifications and commit to more than 30 hours each year of ongoing professional development.
Ongoing client engagement
Our clients are involved in bi-annual forward planning meetings to ensure their ever changing positions are up-to-date and all strategies reviewed to guarantee continued relevance. We provide our clients with filmed video updates, monthly market based newsletters and ad-hoc presentations to aide with their education, understanding and comfort.