We provide ongoing advice to clients in the areas of Financial planning, Loans/Mortgages, Insurances (Life Insurance, Income Protection etc), Estate Planning, Self Managed Superannuation Funds (SMSF's), Investment Management and Business Services. We supplement this advice by offering client's choice of products from our panel of Financial Institutions/Banks, Insurance companies, Fund Managers etc.
Key Customer's are;
- Individuals Building Wealth, Growing Wealth or Living on wealth
- Self Managed Super Funds (SMSF’s)
- and a limited number of Small to Medium Business for Business Services
For Individuals, our Target Audience and our ideal client has the following characteristics;
They come from various life stages (Build <30-35yrs old, Grow 35-60yrs old, Protect Wealth >60yrs old) reflecting;
- They earn above average salaries, business incomes and have reasonable net assets beyond their family homes.
- their stage in life which will determine whether they are a couple, family or empty nesters. This will determine their needs.
- They value good relationships as this is a relationship and referral based business
- They need and are willing to seek advice (i.e. TRUSTED)
- They acknowledge the value complete, comprehensive advice
- Their goals will ensure we are able to provide multiple services that will enable us to also provide their choice of products from our panel of suppliers (banks, insurance companies etc.)