We work closely with a number of other business professionals to help provide clients with holistic advice using specialist professionals. This includes mortgage brokers, accountants, real estate agents, solicitors and estate planning specialists and general insurance brokers. There is no longer a need to explain your personal situation numerous times and our role is to be the centre contact person, linking all of your financial needs under the one roof.
We are a fee for advice business with our focus on delivering significant value to our clients, both now and into the future. This value is delivered in numerous forms and usually far exceeds any fee incurred for our work. If we do not believe we can deliver significant value then we will not proceed.
We would be pleased to discuss the opportunity of delivering significant value to your personal financial situation. Please call our office to arrange a time to meet.