We construct a personalised plan covering your objectives, risk profile, asset classes, tax considerations and product/fund choices.

What is involved:

  • We draw on expertise across the Harvey Curtis team
  • We're supported by numerous research tools to ensure the right blend of assets, funds and products are selected from across the whole market
Financial Advisor Process - Advice

The result:

  • Delivery of tailored financial advice directly aligned to your objectives
  • Preparation of personal report setting out our recommendations
  • Full explanation and opportunity to seek clarity on any issues
  • Payment of fees agreed up front for advice

Follow on to the next step of our process — Implementation

Independent Financial Advisors