We are proud to share that our firm and its Wealth Consulting service line were reported in Money Management Newspaper on Tuesday 5th March about our readiness for FOFA (the new Future of Financial Advice regulations).
The article featured our Partner – Wealth Consulting, Michael Rees-Evans who received his Australian Financial Services License (AFSL) in July 2012, and decided to list himself on the ASIC register of 'early adopters' of the FOFA regulation. There are only three other ASFL holders on the ASIC register, none of which are financial planners.
Our wealth consulting service line is focussed on helping clients achieve greater certainty and resolve the financial complexity they face in their personal finances.
Michael works closely with our clients, seeking to understand their financial goals and working with them to develop and implement plans to best achieve their desired outcomes.
"I found it very difficult to believe that the law would require me to do things differently than I have been, because I always put the clients' best interest at the core of what I do," said Michael.
If you desire greater certainty over your own financial affairs and would welcome an independent sounding board, please feel free to contact Michael in our office on (02) 9299 7044.
To read the full article please click here.