your advice starts with you

This is about getting to know you and what’s important to you. At our initial meeting we also discuss with you how we can help and the fee for your particular advice. The initial no-obligation consultation is at our expense.

Research & Design — Your advice is designed specifically for you using a mix of financial strategies, risk profiling, asset allocation, product choices and personal and investment disciplines. We use market leading specialist researchers, technical experts and consultants to help us form the foundation of quality analysis and tailored advice.

Recommendations — We present your advice to you in writing in a clear and concise way, skilfully making the complex simple, yet fully transparent and take the time to explain our recommendations and answer any questions you have for your better understanding.

Implementation — On your approval to proceed, we manage the implementation and follow-through of your plan through efficient processing standards so that we uphold another key element of our commitment to you.

and it’s always about you...

Review & Adapt — Reviewing and tracking your plan, your circumstances and your goals is the major part of the ongoing commitment to your financial well-being we share.

Ongoing advice also includes updating you about relevant changes to legislation (eg, superannuation, taxation, social security) and the economy, providing educational information, being on hand to answer your queries directly, and if necessary adapting your plan and implementing any changes along the way.

It’s about working with you in a partnership — now and in the long-term.