0412 503 352
330 Collins Street
Melbourne Vic 3000
Throughout our years in the industry we have formed relationships with many like minded experts in a range of fields outside our area of expertise.
These relationships include advisors in the following areas:
We are always happy to introduce you to experts in any of these areas should you have needs in them. Importantly, we will endeavour to match you to advisers who we think will best align with your approach and be able to form a good relationship with you.
We highlight also that any such introductions we make are done without any commission, revenue share or kickback coming back to us. This is not always the case in our industry. For us, the ideal outcome is that you receive the service you need and outcome you want.
We believe this just further enhances our relationship with you, our clients. This is more important to us than a commission payment and gives our clients confidence that we will refer them to the adviser we think will produce the best result - not the one who pays us the most.