As residents of our beautiful Northern Beaches precinct of Sydney, we recognise that many people in the local community have complex financial situations and require specialist financial advice to ensure they achieve their personal financial and lifestyle goals.
We focus on establishing a holistic view of the client’s financial and non-financial priorities to help us develop a plan that will achieve a client’s life plans and dreams in line with their personal values.
Today our practice is supported by highly qualified professionals including Client Service Managers, Paraplanning and Cash-flow and Banking managers.
We also have relationships with referral service providers including Mortgage Broking, Accounting and Estate Planning Specialists.
Should a commission be likely to be received then this is fully disclosed within the Statement of Advice document and usually offsets agreed initial or ongoing service fees.
