Financial Advice matters

- The Future of Financial Advice (FoFA) The level of attention that government has paid to the financial planning industry in the years following the exposure of unacceptable practices within the industry, clearly shows that financial advice matters. The most important matter that the regulations now in place address, is the fiduciary duty owed by the financial adviser to their clients. Whilst others might well join the chorus, we have always [...]

By |2021-01-18T18:05:50+10:00June 20, 2013|General|0 Comments

Wealth management team

Will your banker provide you with the best mortgage to suit your financial needs – objectively and without risking a conflict of interest? Are you confident that you have been listened to when explaining your mortgage finance needs? Would you buy any other investment of similar value, with borrowings at such a high proportion other than property, without first seeking financial advice?

By |2020-08-05T12:43:51+10:00May 28, 2013|General|0 Comments
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