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Over the past two decades people have become much more familiar with investment products and services. Alongside this, a whole new industry has developed to service the emerging needs of investors. Like many industries the investment planning industry has been characterised by the good and the bad.
The growth in the industry has often outstripped the capacity of government to adequately regulate the behaviour of advisers who vary in ability from excellent to barely competent and whose investment strategies range from the extremely aggressive to the ultra-conservative. At Custom Accounting, be assured that your investment strategy will be dictated by your needs, on your own terms, by experts!
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Our Services
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Custodial – Incorporates the handling and management of the volumes of paperwork involved in with investments
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Advice – We provide investment advice, which incorporates both general and specific investment recommendations. We also arrange for the execution of transactions on behalf of our clients where specifically instructed to do so
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Reporting – We provide on-going management of client’s investment portfolios and specific recommendations as to changes in the investment portfolio
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Features
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Transparency and Access – Complete transparency and easy access to the portfolio of investments
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Control of all investment decisions – We make recommendations to you. YOU decide whether to adopt them or not
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Personal Contact – Most importantly our service provides a person, with whom you have a continuing relationship and foundation of trust, to talk to
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Tailored Reports – We produce quarterly reports that have been tailored to suit the requirements of clients
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Expertise - The provision of investment advice and the management of an investment portfolio with the required expertise in many areas, but principally in investment choices, taxation, and economics
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Benefits
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Investment advice and strategies which satisfy your immediate and long term goals. Just as an investment plan is for the long term we see our relationship with our clients in a long term context
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We view solid long term increases in wealth as paramount and outweighing short term speculative gains
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Our understanding of your financial and non-financial needs is essential in creating an investment strategy best matched to their circumstances
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We are truly independent and serve only your needs. For this reason we refuse to accept commissions on any investments we place for our clients. Any commissions paid to us by financial institutions or fund managers are immediately rebated to our clients
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Results
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