What We Do...
Everything we do starts with what our Certainty Client's value - we then align our advice with their unique best interests and their best future path.
SEPARATE ADVICE FROM PRODUCT
Certainty Advice is comprehensive advice.
It’s advice from a “principal’s” perspective. It takes into consideration broad aspects of our lives to not only ensure it is in a client’s best interests, but also represents the best forward path considering many issues that influence our financial lives.
Principals can not be conflicted.
When principals advise on a client’s best forward paths, there can be no perceived or real conflict associated with the advice. It not only weakens the advice, it has potential to align the advice to the adviser rather than where all comprehensive must be focussed on – the client.
Check out the clip below ..
The Value Shift – Separating Value of Products & Advice
STAY IN TOUCH
Join us in the journey creating a world with greater financial certainty as we strive to make financial advice not only valuable but accessible for the majority not the minority as it is today.
We promise we will protect your identity and never provide your details without your expressed consent.