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Critique Private Clients is a boutique financial planning practise based on Sydney’s lower north shore.
At Critique we believe in the premise that our client’s best interests and financial security are paramount to our success. We aim to move beyond the minimum ‘appropriate advice’ and strive to focus on providing best-practise financial advice which leads our clients to achieving results not even they thought were possible.
Although Critique may be classified as a ‘small practise’ by some, we believe that therein lies our competitive advantage. We are focused on building long-lasting, personal relationships with our clients and being constantly aware of their changing financial situation, circumstances, plans and concerns.
We are authorised representatives of Consultum Financial Advisers, an Australian Financial Services Licensee who we believe share our focus on client service and commitment to best advice. This alliance allows us to focus on the most important aspect of financial planning: You, the Client. Consultum provides us with comprehensive research, support and technical solutions which means that we devote our energy to planning for your future. Click here for more information about Consultum.
Why Critique Private Clients is For You – Points of Difference
Your needs and requirements are the cornerstone of our recommendations and advice.
We believe that an ongoing, personal relationship is the only way to ensure that you achieve your goals and objectives. This means that any advice that we give you is reviewed on at least an annual basis because what may have been relevant one year, may not be the next.
Your financial planner is always available to talk.
We are experienced and licensed to provide advice in a broad range of strategies.
We are devoted to a fee-for-service payment structure. Our clients’ pay for our advice and not for transactions – we do not charge entry, exit or contribution fees.
Our clients have access to world renowned fund managers and can view the status of their portfolio day or night, online.
Your financial planner does not just prepare advice. They are there to act as your financial personal trainer, project manager and mentor and to ensure that you reach your goals and objectives.