Our promise to you
|QUALITY||The quality of strategic thinking and the detailed, rationale behind our advice will give you peace of mind and confidence in the decisions you need to make.|
|TRANSPARENCY||Be very aware of licensee-only investments or badged accounts where the adviser has an economic interest in selling you the “in-house” product. We only recommended publicly available wholesale investments which are cost effective. So you are always free to choose your own adviser without having to incur capital gains tax (CGT). We do not lock you into propriety products with higher ongoing fees that restrict your future choice of adviser in any way.|
|ATTENTION TO DETAIL||As specialised advisers with practical accounting and stockbroking experience we often identify areas for improvement others have missed.|
|A HOLISTIC, FLEXIBLE PLAN||We deliver strategic advice, looking at all the components of your financial house, which we continually update and keep in order so there are no surprises.|
|SIDE BY SIDE||We will help you reach success as you define it. Our success depends entirely on happy clients. After 18+ years as a franchise of one of Australia’s leading high net wealth institutions, we are a privately-owned financial services licence completely independent of all financial product providers to completely align our interests to yours. There are no if’s, but’s or maybes.|
Your success is our success
Talk to us today
At MISSO Wealth Management, we are passionate about helping our clients reach their highest level of success. We do this by helping them make smarter financial decisions and keeping their finances in good order.
To find out how we can help you, call us today for a no-obligation chat.
In the meantime, here’s some of the feedback that our clients have shared with us since 2001 in externally coordinated client surveys: