Having identified your goals and objectives, and assessed your finanical situation, we will formulate an overall strategy.Central to the strategy will be your ‘risk profile’ – your attitude to risk that will principally determine the investments that we will recommend for you.
We will present you with a plan containing clearly identified recommendations relating to your goals and objectives. We will also recommend any actions necessary to remedy shortfalls, for example, in capital or income. Any appropriate documents such as Product Disclosure Statements will be included.