At Majella we do things differently. Our approach to financial planning, and the way we deal with our clients, give us an edge over the others.
What makes Majella different? Why should you choose to use our services?
Unlike many financial planning businesses, we are not owned by a financial product provider. This ownership structure, combined with our fee-for-service approach to remuneration, gives our clients the comfort that we provide advice that is always in their best interests.
Our fund management backgrounds have given us invaluable insight to investment management. We combine this solid foundation with a commitment and passion for ongoing research. We are always questioning what we do and looking for better ways to manage our clients’ investments.
Majella Wealth Advisers are not part of a large dealer group.
Being independent cuts the amount of red tape in our planning
process, and it allows us to be responsive to client needs. For
instance, the process to approve new products for client
portfolios, while thorough, is fast. Our clients are therefore
more likely to be able to take advantage of opportunities to
participate in limited offers.
We recognise that every client is different. Each has different needs, preferences, and goals. Consequently, our advice for each client is different and tailored to suit them.