Our business objective is to offer high quality advice to customers that are keen to form an ongoing relationship with their adviser.
To be able to deliver those services we have chosen to limit the amount of clients we can service as we are 100% committed to deliver what we promise.
Typically, we provide advice to customers with over $200,000 to invest, and those looking for sophisticated professional advice with the intention of forming a long-term relationship.
We cater for a range of situations and entities ranging from clients that require assistance with cash flow management to clients that require wealth protection arrangements through life insurance and estate planning.
Mostly our clients include professionals, blue collar workers, farmers, fishing, teachers and small business owners living in the Midwest and Gascoyne Region but also include Trustees of Self-Managed Superannuation Funds.
Most of our professional clients are tertiary educated and work in the services industry. They are generally quite successful in what they do, but do not have much time besides work, family and lifestyle. Typically these people have a good income and choose to outsource their financial challenges including the associated paper work to our office.
Examples of some of our professional clients are:
- Doctors and Nurses
- Real estate employees
- IT persons
From our experience professionals generally require assistance with tax planning, investment advice, superannuation, income protection insurance and estate planning. As they have limited time to take care of their finances, they are highly suitable to our one stop shop service.