Take a quick Financial Freedom Check and find out how things really stack up.
IT'S NO USE HOPING THE FUTURE WILL BE BETTER, YOU HAVE TO MAKE IT SO
You can’t be an expert in everything. Seek help from someone who can help empower you and make your dreams a reality.
We can’t do it ALL for you, but we can give you the guidelines to make your dreams reality by empowering you to achieve them through sound financial advice and management.
Let’s face it, in the world in which we live, money talks. It might not make you happy but it can empower you by allowing you to do the things you love and not having to worry about your financial security into the future.
WE PUT YOUR INTERESTS FIRST, EVERY TIME.
You’re not the only ones disillusioned with the banks and disappointed with the financial industry in general. We are too.
Greed is a powerful thing and most of us have suffered from the greed of others. What it takes is a different model: one of win-win. If we put your interests first, you win and so do we.
WE HAVE REAL CONNECTIONS WITH OUR CLIENTS.
Lachlan believes in quality relationships with his clients. It’s about more than understanding your financial circumstances.
We don’t recommend products or services based on a once-only phone call or 10-minute meeting. We need to get to know each other. Trust is an overused concept, but it’s just as essential in our relationships with our clients as in personal relationships, if a partnership is going to thrive.
PUTTING YOU FIRST
Open and honest advice and management which centers on you, the client.
There is no doubt that many within the financial services and big banks have given our industry a bad name and diminished the reputation of wealth management. We seek to redress this reputation by pledging to provide open and honest advice and management which centers on you, the client, not a one-formula-fits-all mentality and never with the advisor’s best interests put before your own.
UNBIASED AND INDEPENDENT ADVICE
Fee for service means creation and management of your financial plan free from undisclosed fees and kick-backs.
In rare instances where commissions may apply, these are disclosed in their entirety with no hidden surprises in the fine-print.
We take the extra time to regularly review your portfolio and to be constantly aware of changes and movements within the market place that may affect the earnings and income which we manage on your behalf.
YOUR PERSONAL WEALTH MANAGER
We take the extra time to regularly review your portfolio.
We remain constantly aware of changes and movements within the market place that may affect the earnings and income which we manage on your behalf.
This is undertaken personally by your Wealth Manager and not via generic computer-generated systems. Training and education form part of our commitment to the industry and we always remain up to date with any industry changes or developments which may affect you.
START YOUR JOURNEY TO FINANCIAL FREEDOM
Book an appointment with your new financial advisor and get things moving in the right direction today!
