.. a view from a Privately owned licensee. Are you considering a change in Licensee?
Are you presently in a Licensee where there are set Investment philosophies? Do you have to operate within unreasonable APL restrictions?
At Futuro we continue to be amazed by the reaction from advisers when we explain there are no restrictions, provided Lonsec Financial Product Research has provided a grading of recommended grade or higher. We are agnostic regarding platform choice, provided quality service delivery is in place. Our philosophy is that we believe that the adviser knows the client needs. We do not place restrictions around what is best for your client.
Advisers are pleased with our model of using Lonsec Research as it meets the majority of client needs and we also provide incorporate oversight by a well respected Independent Research Consultant. This service provides additional value to our advisers with a drill down into best of breed products across all asset classes saving them time.
For a Limited time…
At Futuro we understand that moving licensee’s can not only be a difficult financial proposition but also an emotional and time consuming decision. For a limited time we have the ability to tailor our offering to make this transition a smoother option. Speak to one our Directors about the savings which may apply to your situation
Who we are
Our Directors, Paul Kelly, Dennis Bashford and Manoj Pillai have a total of more than 80 years of Industry experience. Futuro is a community of advisors built on group commitment, trust and companionship. We are unique in many ways but this core belief and ability to bring our advisors together, often to work with each other and thrive is what sets us apart.
To speak to one of us please call our office on 07 3018 0400 or email firstname.lastname@example.org