You would be aware of the Royal Commission into the financial services sector.
Over the past week, we have heard examples of poor behaviour by financial advisers where clients’ best interests have not been front and centre.
As a financial planning firm, we take these revelations very personally and it saddens us that our industry has negatively impacted the wellbeing of some Australians.
As a self-employed advice firm, committed to our local community, we take acting in your best interest and meeting our service obligations to you very seriously.
We are committed to helping you achieve your financial objectives and live the life you dream. That’s why we wanted to write to you to make it clear that we are 100% committed to looking after you and making a positive contribution to our local community.
While the truth is sometimes hard to hear, our industry will be stronger as a result of hearing when we have failed community expectations.
If you have any questions regarding any topics arising from the Royal Commission, please contact us.