A CLEAR PATH FORWARD.
Making 2019 your personal ‘milestone year’, the year you decided to take bold steps to improve your finances, moving the needle closer towards your long cherished goals, will require a plan that is vividly clear in its design and purpose - and uniquely your own.
We’ve been helping clients make the shift from vision to reality for over 40 years, using proven investment and retirement strategies that are easy to understand and consistently work. And as a long established, Perth-based financial advisory practice, our clients are actively supported by thoughtful, intelligent and experienced personnel, every step of the way.
So if you sense that there is something standing between you and the things you want most in life, it’s probably time to get a second opinion.
THE POWER OF PURPOSE.
Of course, without knowing what really matters most to you, meaningful, life changing progress can be difficult.
From a financial planning perspective, we believe that your personal values and priorities should always remain at the very core of your strategy, not the other way around. A vision that is not only motivational, but also consistent with your personality, will better inform your investment and lifestyle decisions, and keep you on track when those inevitable life challenges come your way.
So whether you’re heading towards retirement, or just starting out, its important to get things right the first time.
Advice, the Way It Should Be.
A beautifully crafted financial plan probably won't stand the test of time if you're not entirely comfortable with your Financial Adviser.
And after the recent revelations of the Royal Commission into Banking & Financial Services there are, understandably, some very legitimate community concerns surrounding fees and potential conflicts of interest. There is a better way forward - a model and approach that guarantees that your best interests will always remain our first priority.
We also believe that all clients, not just a select few, deserve to receive a consistently high level of advice and support (regardless of age, wealth or experience), delivered on terms that are fair, direct, and transparent.
Whether or not you ultimately engage the services of a Financial Adviser is, of course, a deeply personal decision, and one that should be considered carefully, so its important to take your time, do your research, and ask plenty of questions.
HAVE YOU BEEN REFERRED?
Our clients are generally referred by family, friends, colleagues and institutions, and are our highest priority. So if you have been referred, be sure to let us know when you initially make contact. We are not currently taking on non-referred clients at this time.
Our initial meeting would begin with a brief ‘data collection’ exercise to gain a full understanding of your financials, your goals, and your preferences. As these meetings are typically exploratory there is no fee, nor is there any obligation to proceed.
Once we have a clear picture of your situation, and provided we can add meaningful, tangible value, we’ll then outline what the next steps (and costs) might be. Either way, you’ll leave with a solid grasp of your options going forward.