CPP Philosophy
The Carroll, Pike & Piercy philosophy is at the heart of our financial
planning practice, and is composed of four principles which ensure the best
possible care for clients.
Service: We manage portfolios as a team, meaning higher service
levels. As clients are not linked with just one advisor, as they would
be at most stockbroking and planning firms, they can consult an investment
or planning specialist at all times. Clients also keep touch with
their investments through our website, our individually tailored quarterly
reports, seminars, meetings and appointments.
Autonomy: Clients benefit from an un-biased, autonomous approach
to all investment decisions and recommendations. Carroll, Pike & Piercy
is not tied to any fund manager and is not under obligation to invest
in any product.
Transparency: Our listed investment approach allows clients to see
exactly what their capital is invested in, providing portfolio knowledge
beyond that of conventional managed funds. Transparency extends to
our fee structure, devoid of hidden charges.
Accountability: Our investment structure is easily measured. Clients
can track each individual investment in their portfolio and we have
the flexibility to make changes or advise on new opportunities as
they arise. As your personal wealth manager we provide direct access
that large fund managers cannot match.
Your finances deserve more than the 'set and forget' approach used
by so many in the financial planning industry.
Carroll, Pike & Piercy's philosophy underpins our approach to direct
investing and ensures that our clients' retirement planning goals
are not compromised. |
