At AAS, our focus is on you, our client. We pride ourselves on our ability to deliver quality specialist advice and services to assist you in achieving your financial and lifestyle goals.
We will take time to:
- Listen to you
- Help identify your goals and objectives
- Research any existing wealth management strategies you may already have
- Model your situation by projecting forward different strategy scenarios
- Calculate a preferred strategy option to assist you to achieve your goals
- Formally present strategy and specific recommendations in a written document (Statement of Advice)
- Assist you in implementing our advice
- Help you monitor and manage your progress over time.
AAS offers a Fee-For-Service structure and does not charge commissions on wealth management. Any commissions in-built into certain financial products are fully rebated back to you.
Our commission-free charging structure means you pay us for strategy advice, administrative assistance and ongoing performance fine-tuning and monitoring - not for a product we might recommend.
Please refer to our Financial Services Guide (FSG) for an outline of our base fees.
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