As a trusted provider of financial services, we have recognised that many financial advisers do not have a transparent offering or provide their clients with comprehensive advice. This means that many Australians often settle for advice that’s not in their best interests and that hasn’t considered all the options available to them.
We differ from the majority of the financial planning industry as we don’t receive commissions on our client’s investments from any institution. We have a transparent fee structure rebating all commission we receive back to our clients. As a result our advisers provide conflict- free advice that will help you achieve your goals.
Wherever practical we adopt a fee-for-service pricing model agreeing on a fee with the client based on the amount of work we put into their unique situation, not on the size of their investment/s.
At Switzer we also have our own Australian Financial Services Licence. This means we are not tied to any financial institution, unlike many financial planning firms, our advisers WILL select strategies and investments that put your needs first.
Our founder, Peter Switzer, is one of the country’s most respected business and financial commentators. Peter’s wealth of experience in personal investment education over many years combined with our highly qualified team means we are in a strong position to understand what is best for our clients.
Our purpose is to help you assess the wide variety of financial advice options available to you in order to put you in control of your financial situation.
We will help you clearly understand superannuation, financial markets, investments, legislation and taxation so you make the right financial decisions. We provide the tools and guidance to build and protect your wealth. Our financial advisers we'll help you manage debt effectively, plan your retirement and structure your assets correctly.
At Switzer we have a created an advice based financial planning process that will help you:
Using our unique financial advisory process we will take the time to clearly understand you and what is important to you. Once we can picture your situation, your goals and your objectives we will structure your financial planning affairs so you can take advantage of potential opportunities and achieve your desired outcomes.
As change occurs over time, so will your goals and your financial circumstances.
Our financial advisory process will make sure that you're always on track to achieving your goals and the lifestyle you desire.