HOW WE
ARE DIFFERENT
Independent
Being independently owned we have no conflict of interest issues due to ownership links with fund managers, financial institutions or large planning groups.
Impartial
You receive impartial advice as we do not receive commissions from investments.
Unbiased
You get unbiased advice as we do not have our own products or ownership links to product providers.
Qualifications and experience
Your personal CFO is of the calibre usually only available to senior personnel in large organisations.
Direct access
You have direct access to your personal CFO who answers the phone personally and does not seek to divert you to other personnel.
High touch
Your personal CFO personally looks after no more than 50 clients.
Time saving
We actively encourage you to delegate to us everything that we can do for you, thereby minimising your day-to-day time involvement.
Specialisation
We specialise in working with time poor lawyers earning over $600,000 p.a and/or with investable assets of over $2 million.
Remuneration
You pay a monthly all encompassing fee set annually in advance.
Transparency
You know exactly how we are paid as all remuneration is fully disclosed and we do not accept commissions in relation to investments or superannuation.