The ALP-IFA Difference
The Smartest and Most Ethical Way to Receive Personalised Financial Advice
As a Fee-Based Financial Adviser, my first priority is you, my client. My role is to build and earn your trust so that we can work together to create a solid financial plan for your future.
I'm committed to complete transparency so that at all times you are aware and in control of the process. My approach is to fully understand your specific goals and desired outcomes, so that we can take a holistic approach that focuses on real-life plans and then put in place strategies, and financial models to make decisions.
If you choose to engage my services me, you are choosing to work with an Adviser who is fee-based, relationship-focused, and transparent, in short somebody who puts your interests first at all times.
My business is built on solid networks, where clients have no hesitation in recommending me to their friends, family, and colleagues who they believe may benefit from my advisory process. They know this from the expert care and guidance I provide for their own circumstances.
As a CFP©™ qualified professional, I'm held to the highest fiduciary standards, what this means to you is that I'm obligated both legally and morally to put your interests before my own and to avoid any conflict of interest.
You can read more about what the CFP©™ designation means here: CFP Professional Standards and Duty of Care
Your Interests First
Following our first meeting, I will detail the areas I believe I can provide value and advice. If there is limited opportunity to provide assistance – I will say that. In working out your goals and objectives, my goal is to build trust so that you can have peace of mind that I will only recommend strategies that are in your best interest and are aligned to your personal goals.
What does fee-based mean exactly; it means all fees and charges are clearly and transparently disclosed, there are no hidden commissions. You will always know what you are paying and what fee’s you are being charged. Your interests are always front of mind and my first priority.
Alignment of Interests
To have a mutually beneficial business relationship, I must ensure your interests are aligned with mine. Put simply what this means is my remuneration is tied to your success in achieving the financial goals we help you to plan for.
Boutique and Tailor Made
Every client’s needs are specific to them, my business model is to work with clients to produce a custom made road map for financial success. Nothing is “off the shelf” or pre-populated templates, and every piece of the road map is stress tested leading edge technology.