Our Client Value Proposition

 

Our highly experienced team provides comprehensive long term strategies to help our clients and their families create and protect their wealth.

Proof points

  • Our financial planners have a combined experience of over 70 years in the financial services industry, with continued focus on professional development.

  • We are highly qualified specialists in the areas of self-managed super funds, direct share investment, Centrelink and aged care, estate planning, wealth protection, superannuation and investments.

  • We are licensed by a boutique dealer group backed by a non-bank institution with independent investment research supported by leading technology.

  • Our clients seek a long term advice relationship with more than 90% take up our ongoing service offering.

  • Our client retention rate is in excess of 98%, a number of which have worked with us for 10+ years.

  • We are actively engaged in volunteer activities within the community.

  • We are a referral-based business with referrals coming from existing clients and professional relationships in the region.

We strive to create and protect wealth for our clients, and we do this by:

  • Building our clients' knowledge of wealth creation and protection strategies,

  • Using our unique capabilities to provide a tailored service to your specific circumstances,

  • Using technology to deliver simple yet comprehensive solutions to meet your needs,

  • Providing honest and clear advice,

  • Having the flexibility to choose products for you from a full range of providers, and

  • Offering a team approach by having all the specialists under the one roof.