1. Initial consultation/s - to fully explain how we do business and gather the information we need to assist you you pay nothing until your Financial Planning Advice Fee which covers your Statement of Advice
2. Finametrica Personal Risk Profiling - university and scientifically designed questionnaire and reporting system to ascertain your correct level of investment risk
3. Flexibility - we offer a variety of professional retainers dependent upon your chosen level of service. You pay only for the service and support that you want all costs are upfront and transparent.
4. 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
5. We have access to technical expertise - in the event we cannot provide it such as Lonsec, Finametrica Personal Risk Profiling, Fund Manager technical resources, marketing expertise and business consultants all accessible through your lynchpin financial adviser.
6. 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 where you want to be today, not just the accrual of a retirement income.
7. 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 need our guidance.
8. We can provide testimonials - from satisfied clients who have done business with us for many years.
9. We have initiated a detailed annual review process - to ensure that your changing financial and lifestyle needs are reflected in your forward planning.
10. We are the lynchpin 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.
11. We are continually reviewing and improving our services and product offer to clients.
12. By offering a range of lifestyle and financial seminars through the year we educate, entertain and create an enduring relationship with our clients.
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Parkside InvestorPlus Pty Ltd
3-9 Terminus Street
Castle Hill NSW 2154
PO Box 2500
Castle Hill NSW 1765
Phone: (02) 9899 4899
understand where you are now
understand where you want to be
in all stages of your life