At Vertex Group our business philosophy embraces a holistic approach to financial planning. Our processes and culture focus on working with you to achieve "your important lifestyle and financial goals". The benefits of this approach will be to provide you with a very clear vision of where you are now and how we can, together, move toward your specific objectives for wealth accumulation, wealth protection or retirement funding. To ensure we back this commitment with quality service we have extensive resources at hand to assist you over the longer term.
We are committed to delivering a Holistic Financial Planning service. Holistic Financial Planning means being able to offer relevant and professional advice and strategies covering superannuation, investments, insurance, debt, taxation planning, estate planning and retirement planning via in-house advisers and provide referrals in the areas of taxation and how to carefully select outside alliances who are specialists in their field.
Choosing the right investment vehicle to achieve your goals is also an integral part of this process. We have found that 'picking' fund managers does not necessarily enhance returns, but what it does do is increase paperwork, administration and the time we need to spend on research and monitoring your portfolio. We believe our time could be better spent working with you to give you higher value and more comprehensive services built around strategy, education and keeping you focused on your end goals and the 'big picture'. As a result, we totally outsource portfolio management to well established, robust and tested 'multi-manager' platforms.
