Vision

To be the number one name for the provision of quality, comprehensive financial advice and services for medium to large corporate clients and individual executives.

Mission

We provide superior professional financial services and advice based on our ability to assess, understand and cover all financial needs of our clients.

Experience

Our team of planners have been successfully giving formal financial guidance for over 17 years. We are highly skilled in individual and corporate advice.

Clients

We currently service over 300 corporate-Nokia, ITT and Nokia Siemens to name a few-as well as their private business owners and senior executive staff.

Solutions

We offer independent, unbiased, qualified advice foremost, but will help our clients in anyway we can. Our team specialises is corporate solutions, individual financial planning, employer super solutions and managing employee super arrangements. All out staff must take rigorous yearly training to make sure our knowledge base is up to date.

Cost

All our fees are service based and agreed on before commencing any work. We don’t take commissions and are fee-for-service advisory. We subscribe to relevant publications and training, attend seminars and consult appropriate authorities and professionals in order to be up to date with the latest information.

Licence

Although we are licensed through AMP Financial Planning (one of the largest Licensees in Australia), our advice to you is not limited to their solutions.

What makes us different from other financial advisors?
 

Diligence

We are here to help you identify and achieve your financial goals. Before we recommend any solution or service, we ask questions to get a clear understanding of your individual circumstances and financial objectives. We then analyse your existing plans to see if they meet your current and future needs.

Innovation

Our sophisticated and comprehensive client management system, which includes state-of-the-art software that centralises client data, allows our staff to easily and quickly obtain the client’s total profile.

Our knowledge

We try hard to get to know our clients and thus identify and understand what is truly important to them. Critical to our "needs-based" approach is our ability and commitment to listening and asking the right questions.

Our managers and staff are specialists with extensive experience in their fields. We have a broad knowledge base and in-depth understanding of business, personal finance and risk.

Quality - superior ongoing service delivery

We have a demanding set of service standards, with a focus on meeting our client’s needs at all times. Because your financial situation is bound to change, our service does not end when a solution is achieved. We work with you over time, through annual reviews, to monitor the performance of your program and ensure that it is always focused on achieving your goals.

Value - the best “holistic” financial services solution

We offer our clients the joint experience of all our divisions, which has been gained over many successful years in the business. We provide a fully integrated ‘one stop shopping’ service, thus we are able to look after all of your financial needs-not just one aspect of it.}

A good balance of price, cover and service

We make an effort to function as one accountable channel for all of our client’s financial needs, by maintaining entire control of financial requirements and sheltering them under one “CBD umbrella”. This ensures simplicity and safeguarding, which takes into consideration planning for the future. We have strong administrative and technical support facilities, to maintain top-level client services which are always committed to providing efficient, fast and accurate service.

	Superior associates
	Strong relationships with suppliers