FINANCIAL PLANNERS THAT CARE
Engage and ClientsOUR STORY
What we do
“We help you to increase the certainty of achieving your life-style and financial objectives by helping you to ‘Get Your Financial House in Order’ and by providing advice tailored to your specific circumstances.”
- Fergus and Margaret -
Our Guiding Principles
We use the following guiding principles in our dealings with you, our client:
- We will only take you on as a client if we can genuinely help you and add value;
- We will only take you on as a client if we can enjoy our interactions with you, and there is mutual respect;
- We will tell you upfront when we are not able to assist you;
- We act in a way that is both highly ethical and legal;
- We treat you with respect;
- We treat you as an individual with your own particular needs;
- We act in your best interests;
- We act as fiduciary and respect the trust given by you, and never take it for granted;
- We take the utmost care when preparing our recommendations;
- We will be discrete and protect your privacy;
- We will work hard to increase the certainty of you achieving your objectives, and celebrate with you when you have achieved them.
Fergus Hardingham
Director & Financial Planner
Qualifications
Bachelor of Business from University of Queensland
Diploma of Financial Planning from Deakin University
Certified Financial Planner™ (CFP™)
Justice of the Peace (JP)
Specialist courses in Self-Managed Super Funds from Kaplan
Margaret and Fergus are passionate about the value of independent advice to improve people’s lives and their well-being.