Traditional financial planning has a range of shortcomings in comparison to a 'best interest' advice model.
Azure Group Wealth is uncompromising in delivering high quality outcomes for our Business Clients and Family Groups.
We integrate aspects of wealth management and financial planning in our Best Interest Advice Model to develop tailored big picture strategy and advice applying our experienced team’s specialised knowledge and skills.
What’s wrong with traditional Financial Planning?
The traditional Financial Planning process has often been described as being:
Limited in advice and heavily product focused
Remunerated by commission
Hidden or hard to understand product fees
Generalist in nature
Cookie cutter outcomes sometimes seen as not putting clients first
Why the Best Interest Advice Model works
In contrast our highly developed Best Advice Model is tailored to individual needs, family circumstances and is focused on developing innovative outcomes through the use of:
Big picture strategy
Experienced specialists
Innovative strategic thinking
Non influenced knowledge transfer
Problem solving and best fit solutions
Ethical accountable actions
Agreed professional fees
Azure Group Wealth is dedicated to becoming a leader in the delivery of tailored Best Interest Advice and needs based outcomes.
DISCLAIMER/WARNING – GENERAL ADVICE ONLY
The information provided in this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
Azure Group Wealth Pty Ltd ABN 29 162 120 569 is an Authorised Representative of AVALONfs Pty Ltd ABN 43 162 297 298, Australian Financial Services Licence No. 437518. AVALONFs Pty Ltd Financial Services Guide
