Lifestyle Investment Planning

OBJECTIVE, RELIABLE & FLEXIBLE
Our advisors work for you, our client, and our fee structure reflects our commitment to understanding and servicing your specific needs, rather than any specific products or supplier. Our range of approved products spans many suppliers and are objectively selected based solely on their benefits to clients.

Unlimited choice of investments
Our licence allows us to offer a complete set of investments.

Unlike many platforms and master trusts, we have no arbitrary limits on the type or number of investment products you can select. We’ll assist you to invest in any product you may find appropriate. We are ready to listen to your ideas and make recommendations. It’s your money and we assist you to make prudent decisions about investing it.

We are NOT a bank, stockbroker, accounting firm, solicitor, nor is it a shop front for a large bank or fund manager. Our structure and formal standards ensure that our recommendations are not influenced by institutional ownership. As a medium-sized, national financial advisory group not restricted to any specific product/suppliers we fit within the category that a recent ASIC survey recognised as the best performers.¹

1 Source: The Australian Securities and Investments Commission (ASIC) and the Australian Consumers' Association (ACA) joint survey of the quality of advice provided by financial advisors, Tuesday 11 February 2003.