Building Futures.
Addicott Partners are invested in the future of our clients - servicing clients around Melbourne and throughout Australia.
We pride ourselves on being client-first.
So we don't recommend any product or service unless it's in your best interest.
We hold multiple financial advice accreditations bringing you a wealth of experience.
Client First
Advice that is about you, not us or product manufacturers.
We listen to you and like to work in collaboration with our clients. Our advice is tailor-made to suit your personal financial situation.
We pride ourselves on maintaining relationships with clients that are engaged and rewarding.
Transparent
We keep it simple, and make it clear to you what our strategies and recommendations are. We take the time to ensure you understand the advice we are providing and are aware of the benefits and risk with each strategy.
We don't like nasty surprises so we don't do that to you. We do not charge any fees unless you have signed and agreed to them.
Accredited
All of our advisors are FASEA Accredited, ensuring the highest standard of financial advice for all our clients. We are committed to ongoing education and development.
For more information on FASEA
go to www.fasea.gov.au
2. INITIAL APPOINTMENT
We will get in touch and organise your free initial appointment. At the appointment we discuss your current situation and your financial goals.
3. NEXT STEPS
We assess the level of service you will need and recommend one of our service packages - tailored to your specific needs and goals.