Client Expectations.pdf

Professional Investment Services Pty Ltd

A.B.N. 11 074 608 558 Australian Financial Services Licence No. 234951

Noll Moriarty, CFP ®

B.Sc(Hons), M.Sc(Hons), Dip.Ed

Diploma of Financial Planning

Authorised Representative No. 245078

These are some of services that I offer:

V Strategic advice that adds value in excess of costs

V Comprehensive & integrated strategies including investments and personal insurances

V Mortgage broking loans (through Australian Loan Company Ltd)

V Rigorous reality check of current financial situation

V Use of sophisticated “Efficient Frontier” investment portfolios

V Tax-efficient strategies - wealth creation & debt minimisation & retirement planning

V Regular ongoing communication with benchmarked performances

V Extensive qualifications and experience; passion for excellence

Characteristics of people suited to my approach:

V are serious about building, or already have, significant wealth

V willing to make some sacrifices today to improve future standard of living (eg retirement)

V want real advice with no bias to any specific products

V want appropriate financial education to facilitate their making informed decisions

V want pros and cons of alternative investment strategies

V want independent research supporting proposals regarding problematical areas

V want a scientific approach to underpin financial modelling and conclusions

V have a primary focus on the benefits and value-add after necessary costs of good advice

Look elsewhere for financial “advice” if you:

U have a primary focus only on costs, instead of the benefits after costs

U are sceptical that a qualified and dedicated professional could improve your wealth

U are unwilling to initially make significant time for input to a fully integrated plan

U are indecisive when presented with pros and cons for a range of choices

U accept non-individualised planning and broad-brush financial modelling

U require wholesale investments and do not wish to use Asgard master trust as the vehicle

U like to be smooth talked, instead of having frank discussions about what is realistic

My Contact Details

Phone:

07 - 3263 3568 or mobile 0409 326 335

Address:

8 Stringybark Drive, Aspley Qld 4034

Email:

nmoriart@bigpond.net.au

Internet:

www.nmoriarty.com.au