We thoroughly enjoy taking the hard work out of interpreting legislation and building ways to help our practices efficiently navigate implementation of these requirements into their practices.  

We encourage and support our financial planners’ professional judgement for what’s in their clients’ best interest, and we advocate a structured, intuitive and repeatable professional process that ensures a solid basis for all advice and drives correct outcomes for clients.

We do this through our Professional Advice Framework which incorporates professional principles that support and substantiate clients’ best interest advice.

Our risk management structure also ensures we efficiently manage and make support available for the depth of advice services required by our financial planning practices.