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Have you ever wanted to know how you choose the right adviser?
Well you just need to find one who is there to help you manage your finances and their advice is centric to your needs and that of your family.
To do this, they must draw on their experience and knowledge in the fields of accounting, legal, banking, lending, real estate, investment management, stockbroking and insurance; working with the right people in these fields to deliver an accurate and tailored solution to whatever it is you desire.
To truly give you the best outcome they must provide unconflicted advice and have at their disposal the authority to advise and deal in many aspects of financial planning. That way they can ensure their advice is relevant and meaningful to you.
At Peritus, we think and act like the right adviser, investing our time in understanding the needs of our clients to ensure they receive the breadth of advice they require. Since 1988 we have been advising clients and have partnered with 2 of the leading accounting firms in Australia. We have backgrounds in banking, investment management, real estate, lending and stockbroking and have built associations with some of the best accountants, lawyers, mortgage brokers, investment managers and bankers.
Our licence enables us to advise and deal in:
(i) deposit and payment products limited to:
(a) basic deposit products;
(b) deposit products other than basic deposit products;
(ii) derivatives;
(iii) debentures, stocks or bonds issued or proposed to be issued by a government;
(iv) life products including:
(a) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
(b) life risk insurance products as well as any products issued by a Registered Life Insurance company that are backed by one or more of its statutory funds;
(v) interests in managed investment schemes including:
(a) investor directed portfolio services;
(vi) retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997);
(vii) securities;
(viii) standard margin lending facility; and
(ix) superannuation.
And we can comfortably say we have advised and dealt with them all.
Our centricity is the financial wellbeing of our clients and their family. We practice what we preach when it comes to our own financial affairs and constantly seek the best outcome for our clients no matter the financial outcome that advice may have on our business. Of course, we are commercial in our relationships and seek fair compensation for the advice and service we deliver. This is important to achieve a long advice partnership with our clients and their family.
If your criteria for deciding who to partner with lists:
- experienced,
- knowledgeable,
- trustworthy,
- has integrity,
- is reliable and
- will be centric to my needs
Then a Peritus adviser is the right choice for you.
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