Getting Started

How we work

We start with an initial telephone interview with you wherein we’ll identify how we can assist with your financial planning and advice requirements. Mindful of your present circumstances and future aspirations, we’ll consider a range of appropriate services and products to plan your wealth management roadmap. We guarantee total transparency. We want you to enjoy peace of mind trading through us.

We are Independent Financial Advisers providing genuine ‘whole of market’ advice. We have no links, obligations or commitments to any other entity that might severely restrict our freedom to offer you the very best advice and service. This means that when we prepare our recommendations, we have considered the widest possible range of products from all available providers to meet our criteria for excellence.

Follow these easy steps to get started now:

 

It’s important to understand what kind of investor you are and the services you’ll need.

When you open a brokerage account, you have the option of registering it as an individual or joint account, with one or more other owners (e.g.: a spouse or partner). You can also register a brokerage account in the name of another entity (e.g.: a trust or estate).

Ways to fund your brokerage account: Electronic funds transfer (EFT), wire transfer or transfer assets from another firm.

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