Some parts of your finances are sufficiently complex, or you might just feel so time-poor, that you would prefer us to just tell you exactly what best to do and to help you do it. In these cases we can provide formal "Financial Advice".
In Australia there are strict rules about what counts as financial advice, who can give it and how it has to be given. The recent Royal Commission into Banking and Financial Services has made it clear that the financial advice industry still has many issues to address in how we give advice. Our approach at Purpose Advisory is to set up our own strict compliance procedures to make sure that you as the client are fully informed about how we develop your advice. We also make sure we are not incentivised to recommend anything other than what is in your best interest. That is why we choose not to take commissions from referral partners or product providers.
For more reading about what you need to know when seeking out financial advice, check out ASIC's Moneysmart website.
Tristan Scifo, Sabena Samuel, and Purpose Advisory Pty Ltd are licensed to offer financial advice in Australia through a non-bank-aligned licensing company called Apex Macro Financial Group.
Apex Macro Financial Group supports a small group of Australian advice businesses. We share ideas, resources & tools to make sure we bring the most value we possibly can to our clients.
Through our licencing arrangement with Apex Macro Financial Group, we can provide advice in a range of areas, including:
We believe in taking the time to get things right for you the first time. Receiving advice is a process which spans a number of meetings and can last between 2 - 6 weeks:
GENERAL ADVICE WARNING
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.
You can read more information about our financial advice services in our Financial Services Guide (FSG).