FINANCIAL PLANNING
Over the last few years Financial Planners have featured frequently in the media for all the wrong reasons. Most of the media and regulators' attention has been caused by the unscrupulous practice of directing clients to purchase products and investments that provide the highest commissions to the advisor as opposed to being in the best interest of the client.
Murray Nankivell Financial Planning operates on a fee for service* basis. This means that you can choose to be charged a financial planning advice fee based on either the time spent preparing your advice, or enter into a fixed price service agreement with us – both of these options will be discussed and agreed upon at your first appointment and then put in writing so that you can be positive how much you will pay.
Either way it is a user pay approach - we do not assume that the more money you have, the more financial advice you need. Our approach provides you with absolute certainty over the fee you will be charged - with no surprises.
At Murray Nankivell Financial Planning, we cover all areas of financial planning from investment in shares, managed funds, managed fund superannuation, self managed superannuation funds (SMSFs), estate planning and risk insurance and we are under no obligation to promote particular investments or services of any institution or product provider.
Murray Nankivell Financial Planning is licensed through Count Financial Limited (AFSL 22732), and our Authorised Representatives Tony Bedworth and Tim Mason are based in Naracoorte and regularly visit our other offices, providing a full range of financial planning services.
Being Licensed through Count Financial Limited allows Murray Nankivell Financial Planning access to support and resources of a large leading provider of quality financial services in Australia. This support allows us to remain informed and up to date with the latest research, advice and legislative practices in the financial planning space. Combined with our extensive local knowledge and access we are able to provide a winning formula for our clients.
*Note that our "fee for service" model does not apply to some life and risk products, as these products are inbuilt with commissions.
LEGAL
Liability limited by a scheme approved under Professional Standards Legislation.
Investngro Pty Ltd ABN 53 113 102 695 trading as Murray Nankivell Financial Planning, is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. Any taxation and accounting services are provided by Murray Nankivell and are not within the authority Count. The information on this web site is not financial product advice and is provided for information only.