Our Wealth & Investment specialists will follow a structured process starting with getting a thorough understanding of your financial affairs, family situation and estate structures. This informs the appropriate investment objectives and is essential in determining:
Are you accumulating assets in order to reach financial independence? Are you financially independent or do you have more assets than required over your lifetime?
With an understanding of your needs and risk preferences, the Wealth Manager will advise you on the most appropriate approach for your needs.
Our Wealth and Investment Specialists will provide long-term, ongoing advice and management of your portfolios.
Receive disclosure of all fees and any commission or rebate.
