Why Us
We believe that relieving financial stress is one of the most important things we can do for our clients. Knowing their financial life is under control and that if anything should happen to them, family and loved ones are taken care of, is a responsibility we take very seriously.
Through our clients, and sometimes personally, we have experienced the highs and lows of life. We have been part of new business opportunities, succession planning, retirements and business partner separations. We have seen marriages and divorces and watched families and businesses grow.
For our clients these are experiences they will usually only have once but in our role we experience this every day.
We know the impact good financial advice can make and we have the life experience, technical capability and quality support team that can make that difference for you.
Our Advice Guarantee to you:
- Relevant: each client is unique and requires a fresh approach.
- Compliant: we won’t take shortcuts with your future.
- Holistic: a good financial planning strategy looks at the full picture. It’s important to know that every part of your plan is working together.
- Education: providing you with simply the best advice is not enough. We want you to understand exactly what is happening so you know you are in the driver’s seat.
- Up to date: we stay current and ahead of the latest trends in financial planning and structure.
- Traditional: while we’re current we don’t forget the basics and we’re certainly not afraid of good old fashioned hard work.
What We Believe
Financial Advice in Australia owes the Australian consumer a profession that they can trust and be confident in. To do this, Financial Advisers need to:
- Be appropriately qualified
- Be held to a fiduciary responsibility
- Place the interests of the client first at all times
- Not be owned by a product provider or institution
Australian Advice Network (AAN) is the home of financial advisers who incorporate these values in all of the financial advice they give.