Our approach
We use a comprehensive consultative approach for uncovering your most important goals in order to design and implement personalised solutions.
Through years of experience, we have found that what drives our clients is not generally related to investment returns. Rather there are more emotive issues on your mind relating to your family, hopes and fears, health, and the future.
Our consultative approach is comprehensive and dynamic, designed to engage you at every stage in planning for your future.
Our success and longevity has been built on an underlying aim to empower our clients to make sound financial decisions for their families and their futures.
Our experience shows that by adopting a consultative approach, our clients become more engaged and take ownership of their own actions. We maintain a focus on client outcomes. It has always been about clients and acting in their best interests; based on what is important to them and what they want to achieve.
We believe that financial planning is essentially about understanding client needs, delivering on these through exceptional customer service and attention to detail. It is about finding out what is important to our clients in their life, their values and goals, then building a coherent strategy around this. We then match an appropriate service level to those needs. There is no room for a ‘one size fits all,’ product focused approach.
TWOFAVS Pty Ltd T/A Favero Financial Services is a Corporate Authorised Representative No. 365230 of Futuro Financial Services Pty Ltd ABN 30 065 870 015 AFSL No. 238478
This material has been prepared without taking into account a potential investor's objectives, financial situation and needs. Before making a decision based on this material a potential Investor should consider the appropriateness of the advice, having regard to their objectives, financial situation and needs. We recommend that prospective investors consult with their Financial Adviser prior to making any investment decision. While the sources for this material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.