Financial Services Guide
This document is the first thing you require when choosing a new financial planner. It sets out who you will be dealing with, their qualifications, lists the areas on which they can provide financial advice, and discloses any conflicts that exist that might influence their advice in a way contrary to your best interests.
Conflicts can arise if advisers receive commission because the more they invest, the more they get paid. Other conflicts can arise if an adviser works for a business that has its own products to sell and has sales targets to meet or a limited range of investments to choose from.
We believe clients should come first and this is why we are an independent firm that receives no commissions and has no affiliations with investments we recommend.
