Not all financial planning firms in Perth are the same.
Take any of the traditional financial planning or financial services firms in Perth. Chances are the financial planning advice they provide is paid for based upon the amount of money you have to invest with them directly.
Sometimes, it’s called ‘fee for service’ financial advice. Sometimes, the firms are upfront about the commissions they receive. Invariably, the financial advice is compromised.
That’s why so many people are disillusioned with the financial services sector in Australia. And it’s why our founders Travis Martin and Dieter Tode set out on a different path in Perth in 2014.