At Investment Options (Aust) we know and understand that individually tailored, expert guidance from an experienced adviser is critical when planning to turn dreams into reality.
We have helped individuals, families and businesses achieve their lifestyle and investment goals since 1986.
Our advisers’ expertise in financial planning encompasses a broad range of specialist advice. We consider ourselves to be professionals dedicated to maximising the preservation, protection and performance of our clients’ capital and financial income.
OUR CLIENTS INTERESTS ALWAYS COME FIRST.
Investment Options (Aust) has earned the trust of its many clients by placing their interests first; so much so that the majority of new clients introduced to the firm are by way of personal referral from our existing, satisfied clients.
OUR REPUTATION IS IMPORTANT TO US AND WE WANT TO BE KNOWN FOR:
- Giving sound and ethical advice at a reasonable price
- Being approachable and supportive when clients circumstance change
- Keeping up-to-date with changing economic conditions and legislative changes, and
- Intergenerational advice – taking care of the financial needs of grandparents’ right down through succeeding generations.
WHEN YOU BECOME A CLIENT OF OUR BUSINESS, WE AIM TO:
- Treat you fairly and work with you to help you secure your future
- Be empathetic and responsive to your changing needs
- Finding financial opportunities for you and help you take advantage of them, and
- Provide comprehensive financial strategies to all generations in your family.
The staff and management of Investment Options (Aust) are totally committed to the highest standards of customer service and advice. We aim to provide our clients with trusting, long-term and professional relationships. We look forward to meeting and working with you.