Holistic financial advice maximises the value delivered to you.
We have nothing to sell you. We do not receive any financial or non-financial benefits from any investment recommendations including property, shares, super funds and so on. We do not receive any commissions, referral fees or kickbacks. Our only vested interest is you. Honest advice that is 100% in your best interest.
We have equally robust evidenced-based investment methodologies for all asset classes including residential property, shares, bonds and commercial property. We believe that most people should have exposure to most of these asset classes.
We only work with clients ongoing because we know that long term value is created through great relationships, not great transactions. Therefore, if you are not looking for a long-term relationship, just a bit of once-off advice, we are not the firm for you.
Our financial planning services is called Wealth Coach. Click here to learn more and download our brochure which included our fees.
If you would like to have a confidential and obligation-free discussion, please contact us.