Strategic about Wealth

When you talk to Ron or Zoe about managing your financial affairs, know you're dealing with a team that takes wealth management seriously.

We spend time getting to know you and what you're trying to achieve.  We look at your situation in detail and then prepare a Statement of Advice which documents our strategies and the benefits of our advice.

Once we've prepared that for you, we present to you in person to make sure you understand our advice and how we'll put it into practice - together.

To ensure you always feel in control of your financial arrangements, we follow up with regular contact and a reporting frequency that reflects the complexity of your financial situation.

The initial Statement of Advice is the starting point in a long term, ongoing client and financial planner relationship. Changes to a client's circumstances or changes to the external environment, such as new taxation laws or movements in the financial markets, can all affect the relevance of a financial plan. As such, Parker Financial Services is methodical about keeping up to date and contacting clients if we believe there are urgent issues to be addressed or opportunities that should be considered.

 

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