The Team Behind Alex
As a client, not only are your financial strategies handled by Alex, you also have access to our full boutique financial service team, with each client being assigned to a qualified Financial Planning Assistant.
Our team is entirely in-house for increased accountability and privacy, and they are dedicated to becoming intimately aware of your portfolio so they can offer excellent support through most general activities and enquiries.
Your dedicated Financial Planning Assistant is responsible for:
Strategic plan implementation
Day-to-day administration
Handling of enquiries
Troubleshooting issues as they arise
Clients also benefit from Paraplanning services by our Financial Planning Assistants. These services may be ongoing depending on the strategy identified and designed between the client and Alex.
Our team will manage all technical services, including access and liaising with industry experts through our Life Companies and Superfund providers, giving you access to partnerships that have been built over 20 years.
“You can rely on my team to always deliver in your best interests. As a client of mine, you will be assigned a dedicated Financial Planning Assistant to ensure you always have access to our services at any given time.”
Your Financial Planning Assistant will:
Assist Alex in implementing the recommendation and strategy
Handle your accounts day to day administration
Manage enquiries
Offer troubleshooting as required
Handle all technical services
Coordinate correspondance with industry partners