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Pullquote without stats

Fee-only advisors have fewer inherent conflicts of interest, and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.

As investment analyst, my goal has been to create a successful investment experience for our clients. As a result, we've been able to retain 95% of our clients. Steve Garcia, Investment Analyst, CFP®

Pullquote with stats

80%

of the nation's financial planning industry are controlled by banks and they're fighting hard to dominate the private wealth sector Four Corners, "Banking Bad", ABC 1, 5 May 2014

80%

of the nation's financial planning industry are controlled by banks and they're fighting hard to dominate the private wealth sector Four Corners, "Banking Bad", ABC 1, 5 May 2014

80%

of the nation's financial planning industry are controlled by banks and they're fighting hard to dominate the private wealth sector Four Corners, "Banking Bad", ABC 1, 5 May 2014

13.4%

the number of first home buyer commitments as a percentage of total owner occupied housing finance commitments Australian Bureau of Statistics, August 2016