Have you thought about getting money advice from a professional lately?
One whose expertise you can trust? One whose knowledge is supposed to help you secure your future?
If you are overwhelmed by the process of managing your own finances, that is the right step to take. But…
At the end of the day, you make that final call. But we see it our duty to point out the importance of getting an independent financial advice.
Because if the advice you get is not an independent one, it means the adviser has conflicts of interests; which increases the risk of you losing money.
And we understand what that means for you. It means losing your financial stability, your insurance, safety retirement plan, your children’s education, and creates a pool of other worries and difficulties. Luckily, this can be avoided.
Only if the financial advice you decide to follow is completely independent. For us, an independent advice is not just an advice that is not based on any type of conflict of interest. For us, it means your protection. Your safety. And your trust. An advice that aligns with your best interest.
Almost 80% of financial planners in Australia are owned by banks. Another percentage are connected to financial institutions or other third-party organizations and many non-aligned advisers are still linked in other ways. Only 32 advisors in the entire country have passed IFAAA Gold Standard of Independence.
As a wealthy, successful business owner, highly-paid professional or partner in a respected company, a future retiree, or a concerned family member, you are the ideal commission generator, an individual to whom ‘the dependent’ advisers make their ‘irresistible’ sales pitch.
You are being sold to. Without knowing about it. It is not only unethical, and something we deeply disapprove of, but it is selfish and disrespectful. Neither you nor anyone else should be a victim of an advice that does not resonate with your best interest.
You deserve a genuine, strategic and professional approach that will work for you. That is why you should always look for an adviser that provides a truly independent advice. If you are interested, we are here for you.
Sometimes, it might seem as you are getting an honest, individualised advice that will help you complete your milestones. But unfortunately, in the background, the advice is based on collaboration with a financial institution and always creates a conflict of interest.
The result is a one-sided, profit-driven, poor strategy that does not resonate with your needs but benefits the advisers’ business.
Paying for a genuinely independent adviser means paying for an advice based on an easy to understand, 100% conflict free fee for a service agreement.
A guarantee for financial advisers who practice without incentives and conflicts. Your adviser will provide an independent advice only if:
Only a small percentage of financial planners understands that money is a personal, sensitive matter. We are proud to declare ourselves as part of the bunch.
However, there is something that makes us different. We believe that financial stability has the power to free you. You will feel safe knowing that on the long run, you have secured the future of the people you care about, enjoy a happy retirement, or accomplish goals that you aspired to.
And that is exactly our priority. What differs us is our approach to your concerns. The process we have employed has been developed over many years to help you achieve these exact goals. It is a systematic, long-term approach that takes into consideration all aspects of your life. Our job is to make it happen.