We aim to maximise value for our clients by differentiating our approach to advice from other financial planners. Our value proposition for clients is as follows:
Lifestyle Based Advice:
We have a wide range of advice offerings creating peace of mind for our clients whatever your needs are.
Client Education and Discipline:
We endeavour to ensure our clients have a clear understanding of recommended strategies to ensure they are engaged and make practical investment decisions without acting on emotions alone.
Fee for Advice:
This model places the client’s interests first and removes any focus on products. This is clearly articulated to clients at the commencement of the engagement.
Ongoing Review Service:
As part of our commitment to help you make smart financial decisions we offer an ongoing review service, building on the personalised strategies for our clients. Variables such as the economic environment, legislative changes, taxation changes, investment and sector performances plus changes to your personal and financial situation including life events ensure accessibility to our practice via an ongoing service agreement.
- We work with other professionals including your accountant or solicitor to ensure your financial plan integrates all your financial needs
- As part of our strategy development, Integral advisers meet as a practice to discuss client advice and ensure we have optimised the strategy. You are engaging an expert!