Independent advice gives you more than you may think.
The vast majority of Financial providers in Australia who insinuate they are independent — are not. Use of the term "independent" is restricted by the Corporations Act and means that an adviser doesn't have their own products to sell and doesn't receive any commissions or volume based payments.
In order to give Financial advice, Most advisers lack the skills or knowledge and they align themselves with a bank or other Financial institution. Unfortunately, in doing so, they have taken the easy option but sacrificed their independence. They give over control to the bank to decide which Financials they are allowed to recommend.
Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we operate as their personal CFO, simplifying their lives by providing clarity and answers to the myriad of Financial decisions they face every day.
Efficient Financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, Financial strategy, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals.
As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations. And since our compensation is completely independent of insurance or Financial decisions you may make, we can be completely neutral in our analysis of your situation.
We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well. ABRG Consulting LLC prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
Most Financial advisors offer clients tools to help manage their future. But few offer both proprietary tools AND personal coaching to help you use them. We help you understand how to use the tools effectively and efficiently to meet your specific needs.