Independent advice
Less than 1% of financial advisers in Australia are declared independent.
We are.
Unbiased and transparent advice
Because we are independent, we receive no financial benefit for any recommendation we make, meaning we provide truly unbiased advice tailored to the specific needs of each client.
No commissions
We receive no commissions for any products or solutions we recommend to our clients.
No affiliations or in-house products
We receive no benefit for, and have no obligation to, recommend any particular product. We are free to pick and choose strategies and investments that are in our clients’ best interests.
No transactional fees
We receive no transactional fees and don’t ‘clip the ticket’ when clients buy or sell investments.
Self licenced
We operate under our own licence, and as such, are not controlled or influenced by any other organisation. Our decisions are made solely based on what is best for our clients.
Purely fee for service
As independent advisers, we charge clients a fixed annual fee based on the work required to manage their affairs. This is the only form of remuneration we ever receive, and we never benefit from additional revenue like commission.