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Do you fit our client profile?
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Accordius' clients are from a range of backgrounds but share a number of the following traits:
- Have little time to devote to their own financial and investment affairs;
- Question the level of own financial management expertise;
- Have little interest in or inclination to manage their own affairs;
- Want to deal with a company that has a flat structure;
- Have a clear preference dealing with a person whose remuneration is unrelated to product sales;
- Want control over their investments, which a structure such as a Self Managed Super Fund offers, but require professional assistance;
- Seek to deal with one party who integrates personal advice within a customised and transparent portfolio and can identify issues addressable beyond the services offered by Accordius;
- Recognise the impact of tax and seek management of this within their investment portfolio;
- Want little to do with the paperwork normally associated with a portfolio, including provision of information to their accountant at year end; and
- Wish simple access to their portfolio in order to keep abreast of developments.
With this in mind, our service is based on:
- How people wish their money to be managed; and
- Our knowledge and understanding of what is available to investors
So, if you mentally ticked off the above, enquire about our service or speak to an adviser now. |
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