New Client Offer

Finding the right financial planner is a daunting task. Who can you trust and you often ask yourselves are we doing the right thing? 

Answer…..Well, we will give you the opportunity to come and talk free of charge & obligation and we are happy for you to take your time in making a decision because trust does not happen overnight.

During this meeting we will discuss:

  1. What your needs are. What do you want us to do? Ideally would you please bring with you your most recent taxation, superannuation or investment documents.
  2. Are you dissatisfied with your current adviser? We will review your ongoing concerns and issues. We may suggest a better and simpler way.
  3. Why are you looking for a change? It is common for clients to tell us they are concerned about the losses suffered from the Global Financial Crisis and with negative or low returns since the GFC, they feel that their previous planner has lost touch with their needs.
  4. We manage risk and we have a number of options that may provide you with a better outcome.
  5. If you are happy with our offering, we will then initiate your change of financial adviser.

Are our fees cheaper?? Possibly Not, they will be about the same as you are paying now for a retail fund.

Is our service better? Yes, “We do more things for fewer people” and we mean it.

We seek to understand what is required first and then we assist you in meeting your goals.

We manage all your finances and affairs professionally and competently.


General Advice Warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.

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