There are lots of financial planners about and it can be difficult to determine who you should choose to work with. We believe that you should consider Purely FP for the following reasons.
Specialists – we have a close affinity with the Purely FP team and understand the needs of clients whose focus is on wealth accumulation and asset and lifestyle protection. We have developed a range of specialist services designed to meet your needs.
Affiliations with other Financial Planners – if we feel that we aren’t the best fit for you in terms of what you are trying to achieve, or your life stage, then we are usually able to refer you to other specialist providers in order that you get the help you need.
We are licensed to broker products on behalf of many product service providers. Unlike a Financial Planner who is aligned with one of the banks (and can only offer you that banks products), we have access to a wide-range of financial products including many of the “major” players as well as smaller, “niche” or boutique companies. This gives us much better chance of meeting your needs and putting in place a strategy that is going to suit your needs for the long-term.
Purely FP specialise in providing the following services:
- SUPERANNUATION – planning now for a future after work
- SELF MANAGED SUPERANNUATION FUNDS – take greater control of your super money and achieve investment flexibility
- PERSONAL AND BUSINESS INSURANCES – securing your financial future by protecting what you have now
- GROWING YOUR WEALTH BY INVESTING
- RETIREMENT PLANNING