We’re under no obligation to recommend a single institution’s investment products. This is because, unlike many other financial planning practices, we’re not owned by a bank, fund manager or financial institution.

We’re free to select from a range of solutions that have been carefully and objectively assessed by leading analysts. We use LONSEC, one of Australia’s largest investment product ratings and research teams. These ratings are subject to rigorous peer review and enable us to better understand all factors that affect a product’s performance.

Objective advice, coupled with objectively assessed product selections, means solutions are objective too. We’re under no pressure to please anyone but you and our recommendations will always be tailored to your needs.