Parkside InvestorPlus is a little different – Why?

Because we have the following qualities that we believe set us apart:

1. We are Advisers first and foremost, not product promoters.
   
2. We provide a complementary initial consultation to fully explain how we do business and gather the information we need to assist you – you pay nothing until you commission a Statement of Advice (Financial Plan)
   
3. Free Finametrica Personal Risk Profiling – university and scientifically designed questionnaire and reporting system to ascertain your correct level of investment risk
   
4. Flexibility – we offer a variety of fee for service options dependent upon your required level of service.  You pay only for the service and support that you want – all costs are upfront and transparent.
   
5. Longevity in the business – our senior planners have been in the business since its inception in 1985 and have grown with the industry to achieve a knowledge and familiarity beyond their years.  They are accredited members of the peak body FPA and undertake regular ongoing education to keep them up to speed with this ever changing industry
   
6. We have access to technical expertise in the event we cannot provide through our equity partnership with ipac financial planning and other affiliations such as van Eyk Research,  Lonsec,  Finametrica Personal Risk Profiling, Fund Manager Technical Resources, Marketing Expertise and business consultants – all accessible through your linchpin financial adviser.
   
7. We do not create push-button plans but plan for lifestyle goals through detailed interview and Lifestyle and Financial information gathering with our clients.  We incorporate your goals such as holidays, cars, mortgage repayments and other lifestyle factors and where you want to be today, not just the accrual of a retirement income
   
8. We aim to take the worry out of financial issues for our clients by developing a close and trusting relationship.  If you wanted to handle your finances personally, you wouldn't’t need our guidance.
   
9. We can provide testimonials from satisfied clients who have done business with us for many years.
   
10. We have initiated a detailed annual review process to ensure that your changing financial and lifestyle needs are reflected in your forward planning
    
11. We are the linchpin for the provision of other professional services outside the financial services industry from medical professionals to solicitors, legal professionals, mortgage brokers and of course accountants.  You can access all these services through your Parkside InvestorPlus adviser.
    
12. We are continually reviewing and improving our services and product offer to clients.  
    
13.  Through an ongoing, relationship with our clients, we educate, remodel and review and ensure an enduring relationship with our clients.