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Key reasons to talk to a SWISS financial consultant today

HOW WE WORK FOR YOU

We usually begin by an analysis on your present situation, your needs and whether setting up a Managed Discretionary Account (MDA) service is suitable for you.

A Managed Discretionary Account is one in which the ownership in the various investments remains your own. Your funds are not pooled with those of other investors.
Your MDA will be structured in a way that takes into account your existing investment portfolio, your financial objectives, your tolerance for risk levels and the investment scope determined by the funds you have available for wealth building.
Through your MDA investment program, we will act under your authority to make investment decisions that may enable you to take advantage of dynamic market conditions to suit your risk profile and to protect your investments, ultimately your wealth.
As your MDA client, you have internet access to your investment portfolio and account(s) via your log in set up by us at various Brokers or Financial Institutions. However, if you require written reports, we will provide them at our charge rates. This is different from reports printed out from the Share Broker’s account. Our Financial Service Guide has a fee structure for your reference.

Your wealth is our goal.
SOME OF THE BENEFITS OF USING SWISS MDA SERVICES:

We begin by discussing your current financial situation with you in detail in order to tailor a personalised investment program that will best meet your immediate and long-term goals.

You can rely on us for completely impartial information and recommendations as we work for you on an agreed fee basis and not commissions or incentives from suppliers of financial products.
  • As professional advisors, we are here for you; our loyalty is 100% to you. We are mainly a fee-based service
  • We listen to you — very closely — so we can tailor the right investment program for your specific needs and goal
     
  • Not being share brokers, financial planners or other types of tied 'advisor' we put your interests first — always
  • ​​You save time, effort and money while we make your investments work harder to yield more
  • ​​You'll find our approach friendly, personalised and professional
  • We use the latest IRESS wealth management solutions software to manage your investments
  • We are covered by professional indemnity insurance
  • We are experienced financial navigators who will act in your best interest to create long-term mutual benefits
  • Your wealth is our goal: We have MDA (Managed Discretionary Account) in our License and will tailor-make the investment program that bets meets your financial goals

Click through the pages below to discover how our tailor-made investment programs can meet your goals and build your wealth OR contact us now on (03) 9614 8818 for an obligation-free discussion.

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