Financial Planners
In conjunction with you, we can offer your clients professional investment management services.
Our managed discretionary accounts are a much better product than unit trusts and managed
investment schemes because you are included in the portfolio construction process (if you wish).
In this way you get to construct better financial plans. Moreover, by recommending our
investment products you will not be worse off and probably better off in terms of revenue.
Partnering With You
We don't offer financial planning services, and therefore, you're our partner. We rely on you to recommend our investment services as part of a holistic financial plan for your clients. As a partner, we will supply you opinions on your client's equity portfolio (via our Statement of Advice and equities investment program). Or if you wish, we will work with you in devising an appropriate investment program.
Once your client has completed our account opening booklet we will quickly provide you a copy of our statement of advice and recommended investment program for your consideration and comments. Where possible we will make adjustments to suit the holistic financial plan you are providing to your client. For example, we can reduce our recommended level of portfolio concentration (i.e. change to recommending fewer stocks) if your client already has a large number of stocks being managed elsewhere.
We don't offer financial planning services, and therefore, you're our partner. We rely on you to recommend our investment services as part of a holistic financial plan for your clients. As a partner, we will supply you opinions on your client's equity portfolio (via our Statement of Advice and equities investment program). Or if you wish, we will work with you in devising an appropriate investment program.
Once your client has completed our account opening booklet we will quickly provide you a copy of our statement of advice and recommended investment program for your consideration and comments. Where possible we will make adjustments to suit the holistic financial plan you are providing to your client. For example, we can reduce our recommended level of portfolio concentration (i.e. change to recommending fewer stocks) if your client already has a large number of stocks being managed elsewhere.
