We are different to many other financial planning and wealth advisors for a number of reasons:
- We are 100% independently owned by shareholders who are not linked to any fund manager, bank, insurer or other service providers.
- We hold our own Australian Financial Services License, meaning there are no external influences from fund managers, banks, insurers or other service providers over the advice provided to our clients.
- Our core business is providing comprehensive strategic financial advice which means all of our work, including investment strategy and implementation, is integrated within each client’s comprehensive financial planning strategy.
- All our advisors are well qualified and experienced. As well as financial advisory credentials, most also have degrees in accounting and/or other professional certifications.
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