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Why it pays to have good financial advice

Like many people, you may feel there’s more you could be doing to capitalise on your current situation and feel better prepared for the future.

While getting on top of your finances can seem like a daunting prospect, the good news is you’re not alone. A trusted adviser has the knowhow, experience and perspective to help you clarify your personal goals, put a plan in place and then keep you on track so you actually achieve them.

And remember, advice isn’t just for people with significant assets or income. Regardless of your age or financial resources, getting the right advice can help you maximise what you do have and make all the difference to life in the years ahead.

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Choosing the right adviser for you

Like any relationship, finding the right adviser is essential if you want to get the most out of it. Just as important as your adviser’s qualifications is their advising style – you want to feel comfortable, understood and that your adviser’s level of involvement is one you’re happy with. Here’s what to look for, and why we might be the right partner for you:

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An adviser who puts you first

We take the time to help you discover your true goals and then do whatever it takes to help you get there.
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An adviser you can understand

While understanding the ins and out of your financial options can be tricky, we’re experts at simplifying things so it’s easier to make the right decisions.
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An adviser who really cares

We’re beside you through all of life’s changes and challenges in a way that benefits you and your family.
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An approach that works for you

We’re committed to keeping you on track to achieve your goals, even if that means getting tough with you sometimes. While this isn’t everyone’s style, it’s an approach that our clients – who want the best chance of success – rely on us for.

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Advice that's the perfect fit

Unlike general advice that’s provided about financial products and services without your needs in mind, we offer a higher level of personal advice based on your individual situation and objectives. It includes:

Simple, single-issue advice

This helps you with one particular aspect of your finances, for example, whether you should invest in bank shares at the moment.

Comprehensive financial advice

For a bigger picture solution, we can help you set and achieve ongoing financial goals that take into account your savings, investments, insurance, superannuation and retirement planning.

On-going advice

A crucial part of providing more personalised advice is monitoring and reviewing your financial plan on a regular basis, to keep you on track through all life’s twists and turns.

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Being more prepared for the future starts with just one call. By chatting to us in person or over the phone – without cost or obligation – we can discuss how we can help you achieve more of your goals.
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Putting a plan in place for life

We’re with you for the long term to help you achieve the financial certainty you need to enjoy life more now and in the years ahead. This includes:

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Setting goals

More than just thinking about what you want from your finances, we help you work out what you want from life.
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Developing a plan

To turn your goals into reality, we help you put a plan in place to maximise your wealth, manage debt, budget better and protect the lifestyle you and your family want to keep enjoying.
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Monitoring your portfolio

We can help you grow your wealth over the long term by making the best investment choices for your needs and life stage. This includes diversifying your investments to minimise your risks.
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Ongoing review

Being beside you all the way means checking in regularly to ensure you’re on track to achieve your goals. It also means ensuring your financial plan keeps up with your life, as well as the latest legislative and other changes in financial services.

An investment in your future

Helping you build on what you have to give you more to look forward to in the future is one of our passions. By placing you first and not having any pre-conceived ideas to restrict your choices, we’re able to offer a broader range of investment options than some other advisers.

To tailor an investment strategy designed for long-term success, we assess your objectives and risk-return profile along with the market’s best opportunities. We can then recommend a portfolio for you, including direct or indirect investment in managed funds, property, shares or other financial products – both mainstream and alternative.

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Our investment philosophy

While there’s no such thing as a one-size-fits-all solution, our investment philosophy has been developed over many years to help our clients achieve the best outcomes.

In short, we use a core-satellite investment approach – a common sense framework that uses index funds as the core of your portfolio and selects actively managed investments or direct shares as the satellites.

The underlying assets you invest in depend on your appetite for risk, timeframe and financial goals. We also make sure your investments are diversified across asset classes and managements styles to minimise your risk.

Of course, low fees and commissions are another priority, as this leaves more of your money to earn potential returns.

2019 Investment Philosophy eBook

Our fee structure

We’re always mindful of keeping your expenses to a minimum and only charge for our services where we believe we’re providing exponential value. The following is a quick outline of how our fees are charged. More specific details can be discussed when we know the level of assistance you’re looking for.

Introductory Consultation

This is at no cost as we get to know you and what’s important to you. It includes creating your financial road map, as we start to identify your objectives. Many of our clients say this is where they have a lightbulb moment as their goals become clearer.

Statement of advice

The next step is a letter of engagement with a statement of advice, which recommends relevant strategies that could benefit you and outlines the fees associated with our initial and ongoing relationship. If you decide to implement these strategies, you will be charged an initial advice fee.

On-going advice

Our fee for ongoing advice covers the regular monitoring and management of your strategies in line with your changing needs, which is key to your long-term success.

Some of our fees may be tax deductible, or paid directly out of your investment or superannuation fund for added convenience. So chat to us about the best fee structure for you.

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