Parkside Strategic Alliances
The Parkside InvestorPlus forms the cortex of a range of professional and consultative services beyond their area of expertise.
These valuable strategic partnerships assist in the provision of research, accurate psychometric and risk profiling, form peak governing bodies and of course, encourage a symbiotic relationship that ultimately benefits the client.
Financial Planning Association of Australia
This is the peak body for the financial planning industry of which our licensee is a Principal Member and all Parkside InvestorPlus advisers are either members or associates. We ensure that our planners attain the qualifications and experience stipulated by Financial Services Reform Act Legislation and that they operate above and beyond the ethical parameters set by the FPA.
Practitioner members of the FPA must meet their strict assessment criteria and standards that are much higher than those required by law. T
Our planners at Parkside InvestorPlus are taken through a comprehensive Diploma Course before being eligible for the title Certified Financial Planner.
Our planners also participate regularly in industry events and monthly in house Professional Development sessions to ensure they are across all the issues that might affect their clients.
van Eyk Research
Products available to investors are complex and varied, Parkside InvestorPlus enlists the assistance of van Eyk Research for selection of fund managers and uses this renown research house to assist in the blending of fund managers for predesignated investment portfolios and takes their advice on board when establishing asset allocations.
Research is the foundation of all client work - the focus is on determining how each manager can add value and whether they have quality staff and the financial resources to achieve their aims. Parkside InvestorPlus only recommends AA and A/BB rated fund managers and investments.
van Eyk research conducts all research in house, which involves regular site visits. This approach extends to global manager research, with each head office visited prior to them making a recommendation.
van Eyk Research's process for fund manager selection involves detailed assessment of performance and portfolio analysis to assess investment style and risk. Investment grade managers (AA & A/BB rated) have typically delivered 2-4%pa more than the median manager - a top quartile outcome.
Financial services group van Eyk Research Limited was established in 1989 and is today, the leading provider of managed fund research to the financial planning community, with dominant market share. The van Eyk brand stands for quality and innovation.
van Eyk specialises in research and advice relating to fund manager selection, portfolio construction, share pool construction, management, asset allocation and direct share research. Their research process is focussed on determining how fund managers can add value and whether they have quality staff and the resources to achieve their aims.
The group services wholesale and retail advisory channels and consults to many of Australia’s leading industry funds and Master funds.
We are proud of our association with this market leader.
Finametrica Risk Profiling
Establishing an investor’s preparedness for risk is paramount if we are to recommend and appropriate portfolio. Ensuring that we fully understand our client’s risk profiles, we initiate the Finametrica Personal Risk Profiling system.
This is a scientifically developed questionnaire formulated in conjunction with the University of New South Wales Applied Psychology Unit and Finametrica. It’s the first Australian system to meet internationally accepted scientific standards.
After completing the questionnaire, our client services staff, cross match your responses and produce a comprehensive report on your prepared level of risk. This then assists us in our recommendation of High Growth, Growth, Balance, Moderately Conservative or Conservative portfolios.
RetireLaw
Modern Estate Planning from RetireLaw provides significant financial and non-financial benefits and protections that simple everyday Wills do not.
From helping to protect inheritances from divorce settlements, potential creditors, family disputes or unnecessary taxes, to providing tailored legal provisions to protect ‘vulnerable’ beneficiaries, important business assets and the end result of superannuation and life insurance payouts.
"The Convenient Truth" presentation found on the following Estate Planning information website illustrates the core advantages of Estate Planning in simple to understand terms so that you can make the most informed decision about your estate for the future benefit of your family. www.modernestateplanning.com.au
