Since the start, we have provided peerless advice and service to our clients. Just ask them.

Overview

So, what is financial planning and how can we assist?

Financial planning is the process of devising a strategy to assist in the achievement of pre-determined financial and lifestyle goals and aspirations.

The initial phase is critical in setting a solid footing and mutual expectations. Understanding what is important to you is fundamental to developing the right strategies.

We start by:

  • Assessing the current situation;
  • Identifying the goals, aspirations and/or issues;
  • Identifying your comfort level;
  • Devising a suitable set of strategies; and
  • Implementing the, agreed upon, recommendations.

We then monitor and review by:

  • Meeting on a regularly scheduled basis;
  • Meeting on an ad-hoc basis as personal circumstances change; and
  • Giving reasonably unlimited Adviser access

We will also keep you informed by:

  • Quarterly newsletters;
  • Online Access to your investment portfolio; and
  • Updates on legislative change which apply to your situation

In addition, we will:

  • Remove commissions from products where available;
  • Source the most competitive solutions;
  • Provide you access to our professional network; and
  • Assist you in making the right financial decisions.

This is our commitment.

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