How we work with you

Our approach is based on Six Principles on which we stake our reputation:

  1. We educate and empower youby guiding you to make the best possible decisions for yourself
  2. We take the time to see the world through your eyesit’s your financial future we are helping to build
  3. We’ll tell it to you straightwe talk in plain language, and we use our financial modelling tools to help you decide on an investment strategy which actually delivers the results you are after in your time frame
  4. Our job is to keep abreast of changes in laws relevant to you if we hear something relevant to you we will call you – that’s our promise
  5. We work as a team with your other advisors – this ensures a seamless approach to meet your needs
  6. We don’t wait for your reviewif an opportunity or potential threat arises, we will contact you

Every professional brings a certain level of expertise and perspective to financial advice. But we focus on what matters to you, no matter how trivial it may initially seem. Any information may become pivotal and require a rethink of your financial strategy and direction.

Here are some examples:

Example 1
Example 2
Example 3

Testimonial

“Roy has his clients best interest in mind and is not locked into specific companies’ products. That’s the advantage Roy has. Plus, he does his research. If he likes the product, it’s not about the commissions. If they do give commissions he passes these back to his clients.” — Julie W

“He didn’t try to sell his services. His approach made you want to go to him and ask for the help. I needed help with my financial situation and he did it very well. He was calm and gentle and caring and nothing was too much trouble for him. He didn’t patronise us and that’s important. We have a lot of respect for Roy. He did the right thing by us and we appreciated this very much.” — Carol H

“He introduced me to a mortgage broker that would give me better rates than what I was on. Roy didn’t get the commission on that recommendation. He actually sacrificed his third party commission and gave it to me to put back into my mortgage and this also meant I got a slightly reduced interest rate.” — Sue F

“Roy has good values. I judged him to be the kind of person who would do the best for us, not run off with our money. It’s a gut feeling that I got in everything he does for us and the way he comes across." — Sue N

"Roy was completely open and friendly and full of information and takes a no holds barred approach. He’ll answer any question and is incredibly knowledgeable. He doesn’t come across as a salesperson, more a teacher. He was the first person who actually didn’t try to sell me something and was genuinely interested in my situation and helping me." — Tamara D

"I had my heart set on buying property for the super fund, but Roy told me I had to be careful where I put my money because my financial situation had changed so suddenly. He also explained that if I bought the property through my super fund all the maintenance costs associated with it would mean I would be generating less than the required 5% pa and I would have to make up the difference each year. That shocked me. I went to solicitors and property investment seminars and what Roy told me was spot on. Roy’s honesty stands out. To the best of his knowledge he won’t give you crappy information." — Peter J

"Roy didn’t seem to be interested in selling us a managed fund or product. Instead he spent the time giving us financial advice about how we structure our accounts, our real estate situation and looked at the overall picture and the financial implications of these, and we appreciated that. At the same time, we saw another financial planner who was recommended to us. But there were no questions about how our term deposits were going, our real estate, or asking questions about the overall picture and talking to us about how he could help us. There was no sense of that - he showed interest only if it involved us purchasing a product." — Geoff L