we are exclusive

we are exclusive

Too many people believe that the finance sector is boring.

How far from the truth is that?!

It’s exciting.

It”s complexities are interesting.

And with the right numbers and the right opportunities it can provide financial freedom.

Unfortunately there have been ‘cowboys’ that have made (and continue to make) unfillable promises.
These guys give all financial professionals a bad name.
And that’s why accreditation and legislation are important.

Continue reading “we are exclusive”

it’s a collaboration

it’s a collaboration

How often do you have clients who want to d.i.y their finances?

You know the ones who are;
– doing their tax via myTax,
– contacting their bank for finance,
– obtaining insurance via one of the many price comparison websites,
– establishing their smsf investments.

How much pain does it cause you?

It hurts when you know you can offer them a better option.

That’s how we feel too!

Continue reading “it’s a collaboration”