Financial advice and you
Good financial advice can significantly affect your lifestyle and your financial future. Unfortunately, many people underestimate the real value of objectivity, experience and professional expertise. Fortunately, however choosing a professional adviser is simple.
Advice that focuses on your needs
Our customers range from young people starting out, small business owners, and successful professionals to large employer groups. No matter where you are in life, our approach to lifestyle financial planning ensures our advisers work closely with you to develop a personalised and strategic financial plan that adapts with you throughout life to achieve your financial goals.
Advice that is rigorously assessed
Millennium3 is a large advice business which rigorously reviews the advice their representatives provide for quality, appropriateness and suitability.
An experienced adviser can make a significant difference to your financial future so look for an advice professional with a strong ethical code, a real understanding of your needs and a commitment to helping you achieve your financial and lifestyle needs. Your adviser’s membership of either the Association of Financial Advisers (“AFA”) or Financial Planning Association (“FPA”) is a good indicator of their commitment to professionalism and ethical practices.
A Licensee such as Millennium3 has the size, scale and resources to support its authorised advisers. Millennium3 advisers have available to them a support team to cover all areas of advice such as technical services, professional advice standards and adviser educational programs.