We’re Different

 

Compared to our peers we do things a little differently.

 

Our focus is on the goals and objectives of our clients and best way in which to meet their desired outcomes. In this way we spend most of our time considering the financial strategies we can utilise to meet their goals and objectives in the most cost-effective, tax-effective, and hassle free means possible; after which we assess the vehicles and products that we can use in the market place to get us to where we’re going.

In order to take this Client First approach we live our value proposition below: 

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We Listen

Our clients are our business so more than just listening to clients we aim to understand their needs, objectives, concerns and fears; and we ask them what we can do to improve our ongoing service on a regular basis.

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We Plan

We offer a Comprehensive, or Total Wealth Management approach, which focuses on Strategy first with any recommended financial products being merely the vehicle to deliver the desired strategies, goals and objectives.

 

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We’re Client Focused

Our clients’ best interests are our highest priority and our advice must always pass this test. We charge fees for services and show our clients the services they have received for these fees each year.

 

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We Manage

We provide a pro-active funds management service that invests in direct equities for clients and aims to deliver wealth protection and wealth creation to protect clients from market crashes such as the 2009 Global Financial Crisis via our Tactical Asset Allocation approach.

 

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We Collaborate

We have a team of advisers that specialise in different areas of financial advice from Cash, Debt and Portfolio Management to Retirement, Personal Risk Insurance, Estate Planning and Business Planning. This specialist team approach delivers the best outcomes for our clients.

 

 

 

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