Services
 

We recommend  only investment products with a minimum rating of investment grade or above. All recommendations are based on the utmost good faith and our clients best interest.

We are able to offer services in the following areas:

  • Financial Planning
  • Business Succession Planning
  • Insurance and Family Protection
  • Pre and Post Retirement Planning
  • Social Security Advice
  • Managed Investments
  • Wealth Accumulation
  • Superannuation and Rollover Advice
  • Direct Share Advice
  • Asset Allocation and Management Advice
  • Ongoing Advice and Review Services
Our Referral Services

Through our referral colleagues, we are able to offer a complete financial, insurance, legal, accountancy, tax specialist, Centrelink and Estate Planning service.

Points Of Difference

 

Points of Differentiation

Ultimate Financial Planners

Other Advisor

1

Does not offer proprietary funds, thus avoiding the most significant conflict of interest.

Yes

No

2

Able to coordinate financial planning, estate planning, investment management, and risk management?

Yes

No

3

Your advisory team has a strong business education, in business, finance, economics

Yes

No

4

Financial Planning firm for more than 20 years.

Yes

No

5

Technologically up-to-date

Yes

No

6

Can personally identify with your financial planning issues?

Yes

No

7

A response time maximum of 24 hours to your queries

Yes

No

8

Financial plans and legal documents delivered efficiently

Yes

No

9

Overall fees are less than that of an average managed fund.

Yes

No

10

Has a strong Administration Team

Yes

No

11

Will provide you with support all the way

Yes

No