Plan...Implement...Monitor...
Revisit the plan

Investment/Financial Planning

Based on a deep understanding of our clients' financial affairs and personal goals, our focus is to assist in building and keeping their wealth so that it provides them with the income they need when they need it.

We start with a statement of advice - a detailed strategic plan based on each client's particular objectives and risk profile.  We then implement the plan and closely monitor it, reporting back regularly with suggestions to protect and improve it.

We establish a clear understanding at the outset as to exactly what our role will be.  Some clients want to approve any changes we suggest; others prefer to leave the changes to us.  We keep closely in touch with all clients and meet to monitor performance regularly.

Our partner, Graeme McLean and Robert Wood CFP® are Authorised Representatives and Credit Representatives of Securitor Financial Group Ltd (ABN 48 009 189 495, AFSL & ACL 240687).

Your Adviser may offer you services through Foster Raffan Financial Services and Foster Raffan Chartered Accountants which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services and credit activities provided by Graeme and Robert.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.