At Croeso Financial Advice, we take the investment of your money very seriously. We understand the significant impact that management fees and performance can have on your overall portfolio growth. We conduct thorough due diligence on any investment products or managers we recommend, ensuring your money is safely invested with sufficient liquidity for your future goals and needs.
We have a well-structured process to help our clients understand the basics of investing, enabling them to make informed decisions about their investments. This ensures they are fully aware of the benefits and risks, reducing the likelihood of emotional decision-making. Our deep understanding of markets and client behaviour allows us to guide our clients through this critical stage effectively.
It’s worth noting that we hold our licence directly with ASIC, meaning we are not owned by a bank, superannuation company, or investment company. Although we cannot call ourselves independent-due to our acceptance of insurance commissions, it does mean that we do not use the same investment product with every client. Our approach allows us to make recommendations around your investments based solely on what is important to you.
Like most businesses, Croeso Financial Advice uses an Approved Product List (APL) curated by our management team, which includes investment providers we have thoroughly researched and deemed suitable based on their performance, fees, and quality of service. We are happy to further discuss this during your first meeting.
