Getting started on the path to greater control and
more flexibility
Our role as 'your personal wealth manager' suits clients with significant
assets and a wish for greater control and flexibility in wealth creation.
Critical to any investment program is ensuring that tax and superannuation
structuring is individually phased. Each client receives a personalised,
detailed Statement of Advice before they invest which is regularly
reviewed and updated.
If you feel it is time to appoint your personal wealth manager,
and you would like to find out more about Carroll, Pike & Piercy's
wealth strategies, why not arrange a no-obligation meeting to discuss
your investment plans?
During this meeting we will provide an independent review of
your financial situation and establish suitable investment goals.
This usually takes about two hours. We will then prepare a financial
plan designed to achieve those goals at an acceptable level of
risk, all free of charge.
We will explain the benefits of direct investment ownership compared
with placing your money with fund managers.
In addition, we will demonstrate how our constant monitoring
works for you, how you can check the performance of your portfolio
at any time, and how you can take advantage of the extensive reporting
we provide.
As a valued client of Carroll, Pike & Piercy you have direct
access to our planning and investment professionals, who understand
your personal position, at any time. You also become part of our
family and will be invited to seminars and briefings. Please contact
us to arrange a no-obligation, free of charge meeting.
Note: Our approach to direct investment means that all decisions
are made on a non-discretionary basis. You, the client, must
give instructions before any investment changes occur, allowing
you to remain fully informed and in control. |
