Personal Wealth Advisory
What makes us different?
Our Personal Wealth Advisory offering is a truly integrated product suite incorporating financial planning, taxation, personal insurance and mortgage broking. Our team of experts work in harmony to ensure your overall financial goals are at the heart of everything we do.
No hidden surprises.
Unlike most other Financial Planners, we do not receive commissions from investment and superannuation providers – we feel these can influence the choice of products, which can often be at odds with your best interests. We charge on a Fee for Service basis for initial and ongoing advice, and fixed price ongoing service packages are available (note: we do receive brokerage from wealth protection providers, which enables us to not charge you for our time in setting up these policies).
Unlike most other Financial Planners, we have our own Australian Financial Services License (AFSL) – this means we’re completely objective about the investment, superannuation, wealth protection and mortgage broking advice we provide you.
What sets us apart from other finance brokers is we’re not aligned to any products or providers. We’re accredited with over 30 lenders, so we scour the available products to find the loan that’s right for your overall needs.
100% privately owned.
Being independently owned means we have no financial affiliation with any product or product provider which would influence the selection of a product or provider on your behalf.
Ongoing, long term relationships.
We have a range of fixed price ongoing service packages that ensure your overall financial strategy keeps pace with your changing needs and lifestyle.