Everyone has different needs and goals when it comes to their finances.
Some of our clients want to confirm their plans are on the right track; others want to make their plans more effective.
A tailored approach
We work with you to understand your needs and objectives and assess the plans you already have in place. We will discuss a range of strategies and options, explaining how they apply to your situation.
And this is just the start. We can keep you informed of any new opportunities that might be right for you as they arise. Importantly, you don't have to commit to anything until you're satisfied we can make a real difference.
Over the past three years, customers have rated our advice network as Australia's leading financial advice group based on how our advisers work with clients.1.
They assess opportunities regularly to make sure you get the most from your financial advice.
They also work on a fee for advice basis for investments. This means they'll explain upfront how they can help you and the fees for their advice.
We only offer investments on our approved investment list that have been well researched, stress tested and monitored closely, so you can invest with confidence.
1 MLC/Garvan Financial Planning won CoreData's Major Financial Advice Group award in 2007 and 2008. Apogee Financial Planning won CoreData's Major Financial Advice Group award in 2009 and 2010. CoreData is the research arm of brandmanagement, a market intelligence and consultancy firm with offices or affiliates in New York, Paris, Beijing and London.