CPP Expertise
People make the ultimate difference to a financial planning practice,
and we are proud to have assembled a team with a unique combination of knowledge
and experience that delivers for our clients time and again.
While the financial planning industry has come a long way in ensuring
that practitioners are licensed and qualified to give investment advice,
massive differences between planners remain.
Our combined expertise is where we add most value for clients. Each
advisor has experience in specialist backgrounds related
to the financial services industry, covering:
- Wills and Trusts
- Research
- Treasury
- Accounting
- Banking/Business Lending
- Stockbroking
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- Financial Planning
- Superannuation
- Reasonable Benefit Limits
- Retirement Income Streams
- Taxation
- Non-Resident Taxation and Superannuation
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We understand how to administer estates and investing Trust Funds.
We understand currency and foreign exchange issues. We can advise
on all tax and compliance issues and understand all facets of listed
investing. Our research is highly regarded in the investment management
community. The unifying factor is that each team member has significant
experience in financial planning.
This diverse knowledge is what makes Carroll, Pike & Piercy's direct
investment approach possible, and makes us a valuable resource for
our clients. |
