|Name||Michael Roberts CFP®|
|Address||Level 17 Coca Cola Place 40 Mount Street
North Sydney, NSW 2060
|Phone||02 9929 2982|
We offer a unique approach in managing your family's wealth.Our long standing relationships with our preferred Service Providers ensure the security and safety of your wealth and provide unprecedented access to the highest levels of services and facilities.We review and evaluate your circumstances as and when they change and offer new insights and solutions to help you manage your wealth.Our unique discretionary portfolio management service enables us to actively manage your portfolio so that it is always aligned with your specific objectives. Our dynamic portfolio monitoring system ensures that your portfolio is adjusted to the latest economic conditions and market trends in order to maximise performance.We provide you with superior expertise and un-biased guidance to ensure that you receive unparalleled advice and, in turn, maximize your growth opportunities. Being independent, we are able to call on the research capabilities of various financial institutions – as well as our own in-house resources - in formulating our key investment ideas.