Here we go again, low fees as the end gameBY CHRISTOPHER PAGE | THURSDAY, 4 OCT 2012 1:40PM Three months ago super funds were averaging 12 month returns of 0.5%; today fund researchers like Rainmaker through its SelectingSuper surveys are reporting that just two months ... Upgrade your subscription to access this article
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Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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The expectations of our clients is we are the experts and they expect us to both protect their capital and produce a reasonable income. Their risk tolerance of 95% of our clients is limited to losses no greater than 10% of their hard earned portfolio accumulated over a lifetime. We control risk by controlling exposure and we build wealth upon a secure base of solid income producing fixed interest investments, mostly term deposits. We rarely lose clients and our business is growing every year by at least 15% to 20% per year. Our goal is to continually meet our clients expectations or better. This is not rocket science and its time financial planners got back to basics and take responsibility for the outcome their clients place in them.