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DIRECT SHARES 

Investment Advice

Investment Portfolio Selection

Investment Contribution Advice

Investment Management 

Investment Support

Retirement Planning

Please read the disclosure documents provided in our site footer, and then get more details about these services.

WARNING: Every financial advisory service should provide you with disclosure documents, before you engage them for work.  This is so you can compare.  Be very cautious, if disclosure documents are not provided and then explained. 

You can select: Personalised Financial Advice (custom-fitted to each client's needs, after personal client information is provided).

This high quality advice can include: *assessment of existing cover, *calculation of cover needed, *multi-product research, *comparison, *product selection, *quoting, *application processing and *insurance claims assistance when required. 

You can also select: Limited Class Advice (generic information on a range of products, with quotes produced at client request). This advice can include: *quoting, *application processing and *insurance claims assistance when required.

Direct Share Advice

Direct Share Platform Selection

Direct Share Portfolio Selection

Direct Share Support & Management

Retirement Planning