Does YOUR Financial Advisor get a Christmas card from their auditor?

If you are going to invest your money, especially in these uncertain times, you’re going to want to know exactly what you’re getting into. Big banks can help you manage your money, but, as you may have discovered, they often try to fit people into their own narrow range of a few selected ‘package’ services - or ‘financial products’.

Instead, we take the time to listen to you and create a tailored, personalised plan – a solution that fits you – no matter who you are, or how much you have to invest. We start with YOU, where you want to go and what you want to achieve – creating a financial plan around your needs and those of your family.

Complex Investment Plans don’t necessarily bring Big Profits.

Our aim is to minimize unnecessary expense and complexity, to create the simplest solution to meet your needs – this means that you’ll understand what your money is doing every step of the way. And happily, you’ll discover that we use simple, commonsense language so you don’t have to wade through confusing ‘financial’ jargon to figure out how your money is performing.

What makes us stand out from the pack?

• One hour of FREE Financial Advice – that’s right, your first hour is free, so you can try us out to see if we’re a good fit.
• Daily tracking of Investment Portfolio: Your investment is monitored daily for optimum performance – we keep an eye on sudden changes in the market ensuring the safety and continued growth of your investment.
• We charge very reasonable fees so you pay less for the highest quality of financial advice (in some cases we charge less than 25% of our competitors’ rates).
• Over 70 years of combined experience. Our advisors have weathered recessions and economic downturns so you get vibrant, experienced advice for today’s uncertain economic climate – so your money is safe no matter whatever the ‘weather’.
• 100% transparency: You get full clarity into how we invest your money. Nothing is hidden, and more importantly, you will understand our reports because we use plain, simple language free from obfuscating ‘financial–ese’.
• Our Statements of Advice are easy–to–read, concise and pertinent to your unique situation – not pre–formatted financial product ‘templates’.
• Long Term Commitment with a friendly, human touch. In fact, many of our clients stay with us for years. Why? Because we monitor their money over the long term, adjusting investments as families grow up and needs change. So you get investment advice that evolves with you for all the different stages of life.
• Audited yearly by an external agent: We are audited yearly by Compact Compliance & Corporate Training, so you can rest assured that your money is in good hands. Our auditor actually sends us a Christmas card every year!

Your complete confidentiality and discretion is assured, we are tucked away in the leafy Melbourne suburb of Carnegie where parking is a breeze and there are no traffic jams.

Call us now on (03) 9578 7771 to book your first hour of FREE Financial Advice and make your dreams come true sooner than you think.