The best relationships are about openness, honesty and trust. We understand that selecting the right financial adviser is a very important decision – one that needs to be taken with all the right information on the table. To help you come to a conclusion about the quality of the services we provide, we can arrange for you to talk directly to some of our existing clients who may share similar circumstances as you.
And if you do need access to specialist accounting or legal services, or assistance in sourcing the best mortgage, we can put you into contact with like-minded professionals in these fields who work with us to get the best outcome for you.
When it comes to pricing our services, we believe in simple and fair fees that reflect the level of expertise and amount of time we bring to bare. We agree upfront with you a fee based on the level of funds in your portfolio, independent of the products and services we might recommend, ensuring that our interests are aligned with yours.
Our experience has shown us that those clients who achieve the best wealth outcomes start their planning earlier and move quickly after getting the right advice.