Can you offer a wide range of investment alternatives?
With over 430 funds, direct shares, property funds, term deposits, annuities and cash funds at our disposable, we have all the options available to tailor a plan to suit your specific needs.
If you don’t feel comfortable with financial markets and the volatility they sometimes display, we can offer options for guaranteed money for life.
We can even assist if you have a preference for ethical investing, investing only in companies that meet strict sustainable and ethically responsible standards.
What types of clients do you specialise in?
We have clients from 18 years old to 96, although we believe the importance of seeking advice should not depend on age. Our clients’ circumstances include young workers, young families, baby boomers, retirees and all those who fall in between.
We have clients from a wide range of industries including medical professionals, accountants and finance professionals, engineers and IT, business owners and tradespeople.
Most importantly, our clients all have one thing in common; seeking to take the steps to financial freedom.
What is your preferred approach to investment?
Our role is to tailor a plan to suit each individual client with careful regard to their risk profile and life circumstances.
Ultimately, any financial plan requires a trade-off between risk and reward. A higher risk profile will be more volatile, moving significantly with market conditions. Over the long term, riskier investments can be rewarded with better returns. Conversely, a lower risk strategy should produce more consistent and predictable returns year after year.
We take great care to explain the advantages and disadvantages of any particular investment ahead of time. Our aim is to implement financial plans which suit each client’s personal needs.
How much contact do you have with your clients?
The amount of contact may depend on each client’s circumstances and personal preference. We will discuss and agree on what we think is appropriate for your needs as part of our ongoing service and cost.
We seek to balance the need for regular contact and staying abreast of each client’s personal circumstance without unnecessary over-servicing.