THE BENEFITS TO YOU

As a boutique advice business, we don’t have any conflicts of interest. Because of this, you can be sure we will put your interests before our own.
You can also be sure we hold ourselves accountable to values that are uncompromised.

 

Superannuation Pension SMSF self-managed-super Qsuper REST Sunsuper Financial-advice Financial-planner

Superannuation Pension SMSF self-managed-super Qsuper REST Sunsuper Financial-advice Financial-planner

We believe:

In putting the clients interest before our own;
In providing advice based on evidence and research;
In maintaining our professional skills at a high level;
In providing advice that can be trusted
These values have enabled us to build strong and lasting relationships with our clients.

OUR CORE VALUES

Investors want advice that is conflict free and delivered without some hidden agenda. We believe strongly that your wellbeing should always be put ahead of our own. It is common in this profession for advisers to have conflict of interest – for example;
Advice that is solely based around using their own products and platforms whether it is in the clients best interest or not. 
Receiving incentives from product providers to use their product over another.

 

Superannuation Pension SMSF self-managed-super Qsuper REST Sunsuper Financial-advice Financial-planner

SO WHY IS CONFLICT FREE ADVICE IMPORTANT?

The advice will be specifically for you and not a one size fits all plan. Our strategy will focus on your needs, goals, concerns, and lifestyle and not provide standard advice for people your age.  The investment and advice will be based on what you need, not chosen based on what product the parent company push. We are not constrained by having to offer products that are wholly owned by a parent company. Our advice is conflict free. We choose for you the product that best suits your needs. Our fee is the same no matter which product we choose for you.

Advisers that may have ownership links or affiliations with product providers are more likely to use these products and platforms over another. 
Advisers that are licenced through a larger parent company. This parent company provides the products the adviser sells.

Some examples are:
NAB owns MLC
ANZ owns Retireinvest
CBA owns Colonial First State
Westpac owns BT Fund Manager and Asgard
AMP, owns AXA, Charter
Here's a link to Who Owns Who