Our focus is on proven investments. Our investment philosophy provides structure while we carefully choose investments based on your attitude towards risk and what you want to achieve. We don't like overly speculative investments or get rich quick schemes, because if it's too good to be true... it probably is.
Everyone's situation is different. That's why we think it's important to look at advice differently. We want to understand what is important to you and provide you with the necessary tools and skills to live the life you want.
No. We don't have any custody over your money or investments. Institutions such as banks, investment and super funds will most likely be the custodians of your money. They have the responsibility to manage your assets securely, which is why it is important to review their suitability.
Our fees vary and will be dependent on the complexity of the advice and the support you will need. You can find more information in our Financial Services Guide.
We only want to take on clients we can add real value to. If you engage with us but decide we're not the right fit, we hope to have provided you with helpful information while steering you in the right direction.
This information has been provided as general advice. We have not considered your personal or financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
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