OUR PROCESS

Placing our clients' interests first is out primary objective, and we take appropriate care to avoid any conflict of interest that may affect our ability to do this. Where any conflict may arise, we will disclose to you up front or as soon as practicable.

OUR ADVICE PROCESS COMPRISES SEVERAL STEPS:

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GATHERING INFORMATION:

By completing a client questionnaire and holding a face-to-face meeting with your adviser, we will gain an understanding of your personal goals, your current financial situation and needs and your investment objectives. 

PREPARATION OF ADVICE: 

The meeting and information gathered will enable us to develop an appropriate financial plan which will be communicated to you via a Statement of Advice.

IMPLEMENTATION OF ADVICE:

The next step of the process is the implementation of the recommendations in the Statement of Advice. Your adviser will work with you in setting up investments or the implementation of other strategies recommended.

REGULAR REVIEW:

Thereafter, we may suggest you have a regular review of every six months or annually. Your adviser will suggest an optimum review period applicable to you.

HOW WE CHARGE

Nixon Boustred Advisory is FOFA compliant. This means there are no commissions received on investments recommended.

FEE FOR SERVICE:

Clients pay for the specific service offered, including meeting, drafting a full or limited Statement of Advice and implementation of advice, as outlined in our Financial Services Guide.

ONGOING FEE RELATIONSHIP: 

In addition to the above, many clients with personal or super portfolios that require regular review or who require ongoing service benefit from an ongoing fee relationship, where we provide inter alia regular reviews, advice on corporate actions and priority invitations to client seminars.

NO FEES OR COMMISSIONS:

We do not recommend any products which if they are used by clients results in us receiving any financial benefit.

VISIT  133 Alexander St, Crows Nest NSW 2065

PHONE  (02) 9965 7204

EMAIL  info@nixonboustred.com

FINANCIAL SERVICES GUIDE  download here 

ADDRESS  Nixon Boustred Advisory PO Box 57, Crows Nest NSW 2065  

AFS LICENCE NUMBER 288253  

ABN 90 111 359 374