The current financial climate (questions of trust and transparency, poor banking practices, record low interest rates and constantly changing tax & super legislation) no doubt raises concerns among many people about how they can expect to receive trustworthy, thoughtful and appropriate financial and investment advice. As a result, despite having several financial institutions in their lives, many successful individuals and family groups are still not as confident as they could be about their financial future.
We believe access to trustworthy, thoughtful and appropriate financial advice is still available – it’s just a matter of finding the right, fee-based firm that takes the time to fully understand what truly matters to their clients and always acts in their best interests.
Our firm continues to grow in a measured way by helping our clients and also being available to help the people that are important to our clients – the people that our clients care about.
For clients of our practice who are concerned about a friend or family member with some financial complexities, we offer our Calibre Second Opinion Service. This referral service is a great way to ensure the people our clients care most about make smart financial decisions with their money.
For more details about this complimentary service, please go back to our email and click on the Calibre Second Opinion Service link at the bottom of the page. If you think this service may be of benefit for someone you care about, please feel free to contact Gordon Thoms on PH (03) 9824 2777 or firstname.lastname@example.org to discuss.
If you have any If questions/thoughts in relation to this article or would like more information, please click here to send us a brief email.
This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product. The material contained in this document is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the Oreana Group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. Gordon Thoms and David Conte of Calibre Private Wealth Advisers are Authorised Representatives of Oreana Financial Services Limited ABN 91 607 515 122, an Australian Financial Services Licensee, Registered office at Level 7, 484 St Kilda Road, Melbourne, VIC 3004. This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.