SERVICES
We recommend only investment products with a minimum rating of investment grade or above. All recommendations are based on the utmost good faith and our clients best interest.
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We are able to offer services in the following areas: |
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Our Referral Services
Through our referral colleagues, we are able to offer a complete financial, insurance, legal, accountancy, tax specialist, Centrelink and Estate Planning service.
Points Of Difference
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Points of Differentiation |
Ultimate Financial Planners |
Other Advisor |
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1 |
Independently owned |
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2 |
Does not offer proprietary funds, thus avoiding the most significant conflict of interest. |
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3 |
Able to coordinate financial planning, estate planning, investment management, and risk management? |
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4 |
Your advisory team has a strong business education, in business, finance, economics |
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Financial Planning firm for more than 20 years. |
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Technologically up-to-date |
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7 |
Can personally identify with your financial planning issues? |
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8 |
A response time maximum of 24 hours to your queries |
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9 |
Financial plans and legal documents delivered efficiently |
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10 |
Overall fees are less than that of an average managed fund. |
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11 |
Has a strong Administration Team |
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12 |
Will provide you with support all the way |
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