Address:
199 Aumuller St,
Westcourt Qld 4870
Postal Address:
P.O Box 211
Bungalow QLD 4870
Phone:
(07) 40416777
Fax:
(07) 40416688 |
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- our advice pledge
At Investors Choice NQ we believe in time rich financial
advice. Our aim is to work more closely with fewer
clients than the average planner. This requires a
disciplined approach to client engagements working with
people who are interested in their financial future.
We believe it is important to plan to live not plan to
retire so enjoying the journey is foremost on our minds
when providing advice.
We are based in an accounting firm and can draw on it's
resources – our accounting mentality means we do things
a little different, we take time, so consider us for all
your financial planning needs.
- what to look for in a financial planner
What are the most important things when dealing with a
Financial Planner?
Research shows the following points to be what most
Australians desire in a Financial Planner:-
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1. |
A Financial Planner should be Trustworthy.
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2. |
A Financial Planner should always provide
Quality Information – information that is
timely and up to date. |
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3. |
A Financial Planner should be Understanding
– they should understand your needs and more
importantly your financial and lifestyle
goals. |
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4. |
A Financial Planner should Explain
Alternatives and Outcomes – they should be
able to come up with alternatives and
understand these options in relation to
achieving your needs and goals.
At Investors Choice this is how we mark our
success. See how some of our clients have
found us: |
Robin Smith Solicitor
Robin Smith
Mareeba Dental Centre
Greg Broesder
Cairns Raw
Materials
Debbie and Mike Sangster
Former Principal of Cairns State
High School
Bernie and Avryl Mackenzie
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