The Services Our Financial Planners Offer

Our Financial Wisdom Financial Planners will recommend a comprehensive range of service offerings that address key aspects of your financial well and wealth creation. These services address the critical aspects of a holistic financial plan and provide you with opportunities that you may not have previously considered.

These services include:

Personal Investment

While everyones goals are different, they all rely on short, medium and long term investment strategies to make them a reality. We can provide you with genuine opportunities to invest for real growth in net worth, through a range of carefully researched and selected savings and managed investment products. This gives you access to a comprehensive range of investments including managed funds and exposure to international and domestic equities, property, fixed interest and cash management investments.

Retirement Planning

A key goal in any financial plan is to retire in style Financial Wisdom Financial Planners can give you the financial tools you need to build your retirement assets. The scope of their advice extends from the products and strategies that are appropriate for accumulating your retirement assets, through to maximising your retirement income stream by working within the current tax and social security guidelines.

Risk Management

Risk management is an important service that our Financial Planners can offer you, thereby ensuring that your financial and lifestyle security is not undermined by inadequate insurance to cater for emergencies.

A Charter of Ethics for Your Security

In any aspect of business and personal life where you employ a professional to provide advice, you need to be sure their standards and credentials are exemplary. If this is true of your legal, accounting and medical advisers, you should apply the same standards to your Financial Planner. Financial Wisdoms success and reputation has been enhanced by our endorsement of the Financial Planning Associations Code of Ethics.

These standards include:

   1. Integrity - High standards of honesty and integrity in conducting business and in the provision of financial planning services.
   2. Objectivity - Disclosure to the client of any limitations on the ability to provide objective advice.
   3. Competence - Providing competent advice by maintaining necessary knowledge and skill.
   4. Fairness - Ensuring that all advice be fair and reasonable at all times.
   5. Diligence - That Financial Planners act with due skill, care and diligence in the provision of advice.
   6. Professionalism - Adhering to the highest standards of professional conduct at all times.
   7. Confidentiality - Maintaining discretion and confidentiality in all clients affairs.
   8. Compliance - That the Financial Planner conduct complies with the constitution of FPA, the FPAs regulations and professional standards.

Our success and reputation has been enhanced by our endorsement of these ethics and by our expectations for Financial Planners to uphold them within their own practices.