It feels like a lifetime ago that the financial services industry was all about specialisation. The accountants would provide accounting services, the life insurance guys sold life insurance and so on and so on. Since then have seen various changes in the accounting and financial services industry, but really this was only decades ago.
Over time businesses began to combine their services and similar services were grouped. It’s not uncommon now to see businesses, such as ours offering a wide range of investment and advisory services, all under the one roof.
The non-institutionalised, integrated one-stop financial shop is the perfect development that clients needed. This model is extremely effective at taking a holistic approach to wealth and ensures the best outcome because it is more focused on the client and not the actual product.
Put simply, we often receive feedback from our clients on how convenient and easy it is!