Independent Financial Advice
As independent financial advisors, we are uniquely placed to give you truly independent financial advice. We have no financial conflict of interest in selling products, increasing investment transactions or modifying portfolios.
We have a strong incentive to minimise your costs and maximise your account value, since our fees can grow only if the size of your account grows. Our pricing structure is based around the value we deliver, not the time we spend providing services. We only use investment funds, custodians and financial products which are commission free and always negotiate with product providers to reduce costs where possible. This leaves more money with you, not the funds managers or providers. We don't charge for trading or rebalancing. All fees, expenses and transaction charges are fully disclosed and clearly accounted for.
Partners We Work With
As independent financial advisors, we're free to choose from an unlimited number of product providers, investment portfolio options, funds, strategic partners and qualified professionals. The strategic partners we work with provide access to leading economic research and portfolio expertise. They also provide better targeted funds, in more desirable portions of the world's markets, than those available to retail investors. The qualified accountants, lawyers and other professionals we recommend are known, trusted and leading practitioners in their specialised fields. Where required, we can create an integrated team of expert professionals who talk to each other and work well together, with your interests at the heart of everything they do.