Why Choose Us

There are many reasons why our clients have chosen to work with us. These are a few of them.

Our Commitment to You
We build our client relationships on trust and mutual respect.   We are committed to excellence by offering our clients the highest possible quality of service, professionalism and confidentiality.

Our clients benefit from a relationship with us through:

• Locally owned and operated
• Independent, fee based wealth advice
• Impartial risk advice
• Team approach
• Peace of mind
• Transparency
• Cost effectiveness

Authorised Financial Advisers
Our team of advisers are all  “authorised financial advisers”.  This is the highest level of adviser under the financial adviser regulations that come into effect on 1 July 2011, which means we are qualified to provide you with comprehensive advice on a full range of financial service solutions. 

Values Based
We follow a values driven philosophy through an unwavering commitment to honesty, integrity and loyalty. Our business philosophy mirrors that of our family values and we operate within these beliefs every day.

Privately Owned, Non-Aligned Practice
We are a privately owned advisory firm that is not aligned to particular product providers. This ensures we remain impartial and can freely research, recommend and implement strategies that are in your best interests.

We have no financial interest in any product that we recommend and no vested interest to promote a particular product or to trade a portfolio to generate a commission.

Independent Research
We invest in professional research from third party providers to support the advice that we recommend to you. This includes:

• Insurance Research Analysts
• Risk Profiling Services
• Investment Consulting & Research Services
• Professional Publications

Asset Class Approach to Investing
Our investment advice is based on scientific research and use conservative principles that have withstood the test of time.

We will show you how asset class selection is the most important determinant of portfolio performance. By applying these principles to your portfolio, you can achieve a successful investment experience through lower taxes, reduced expenses and a lower risk for the returns achieved.

Risk Protection for the Future
Our insurance advice is based on a critical understanding of your needs and evaluation of appropriate policies based on quality and price to suit you individual situation.

We will show you how cost effective insurance can be, as we have access to niche market players that are currently restricted to a limited number of firms.

Collaboration With Other Professionals
We will work proactively with other professional partners you have engaged to ensure that all your financial needs are met. This may include your accountant, tax specialist or solicitor.

If you require professional advice in these areas, we can introduce you to other professionals who can assist you with these services.

Salary Based Advisers
Our adviser team are remunerated by salary (not commission) which ensures that all advice you receive from us is without conflict and is in your best interests.