We provide a range of services and work on an agreed fee rather than a percentage, which we think is fairer. We decline to accept commissions or other benefits from third parties.
We have no ties to any products, platforms or fund managers so we can make recommendations that we believe are in your best interest. We do not re-badge products or platforms or receive any commissions or incentives from investment managers or financial institutions.
We provide advice to a wide range of clients, including trustees and members of self-managed super funds, wholesale and sophisticated investors, charitable groups, retirees, self-employed and employees, providing general, personal and wholesale advice.
We also assist the public and executors of estates with share sales and transfers.
Initial appointments are obligation free and at no charge. We will chat about your position and goals, and then mutually decide if we are a “good fit” for each other. If we decide to work together, we can provide advice that is one-off or ongoing. It may be that a discussion and information is all you need at this stage.