Independent advice – the way it should be
It’s a harsh truth that the vast majority of financial providers in Australia who claim to be independent, in fact, aren’t. If they receive commissions or are aligned with a licensee that does, then they’re not technically independent.
When you’re looking to preserve and protect your wealth for you and your family, you want advice that’s free from any bias and isn’t designed to see anyone else profit off your situation.
We’re one of only a select group of Financial Planning practices that are truly independent. We’re privately owned and operated, and don’t receive commissions or incentives of any kind. Our complete independence means we remain objective and create financial plans that are right for you, with our only motive being to see you succeed.
We’re licensed through Stephan Independent Advisory Pty Ltd AFSL No: 476427, a boutique license founded by us to pioneer the provision of independent-only advice in Australia, and are a founding member of the Profession of Independent Financial Advisers. Click here to review the Gold Standard of Independence criteria that we meet.