Certe Group is a financial services provider tailoring life insurance solutions for individual and corporate clients.
Financial Planning
The ServiceCerte Group's Financial Planning service provides clients with tailored and practical solutions to their financial and lifestyle needs and objectives. Through a committed long term relationship, our advisers gain an understanding of client requirements and develop and implement strategies based on comprehensive financial knowledge using sound investment principles. We review portfolios on a regular basis, and encourage meeting with clients at least annually to ensure our advice remains appropriate to their needs and objectives. We understand the need to provide ongoing education to our clients and we believe easy accessibility to our team of advisers is critical to this education process. The Statement of AdviceOur advisers provide a full financial planning service including preparation and documentation of a detailed Statement of Advice based on a thorough understanding of client financial and lifestyle needs and objectives. Tailored Statements of Advice encompassing specific or all aspects of a financial strategy include:
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Investment Management Service & Direct EquitiesFor clients who want to be in control of their financial plan and want the ability to monitor the performance of their investment portfolio, we have developed our own client investment management system ('CIMS'). This provides clients access to details of their investment portfolio, including information such as current market values, cost, asset allocation and income yields any time. We offer competitive brokerage on direct equity transactions and provide access to wholesale managed funds.
To find out more about our financial planning service, contact michael.crompton@aon.com.au |
