Profile Client testimonials PDF
Ravi Agarwal Doctors embrace new MDA Service
According to accountant and financial adviser Ravi Agarwal, managed discretionary accounts are ideally-suited to busy medical professionals who don’t have the time, knowledge or desire to manage their own investments.
PDF   Doctors embrace new MDA Service
Keith Jones Affinity and beyond: Advice after institutional control
Freedom from institutional influence and the shackles of traditional wrap platforms has allowed Affinity Wealth Services to build and execute a truly client-centric value proposition.
PDF   Advice after institutional control
Grahame Evans Pursue an exciting life and boring money
Independently-owned dealer group GPS Wealth has slashed investment fees in half by implementing an MDA solution and turning its back on expensive master trusts and wrap platforms.
PDF   Evans pursues exciting life and boring money
Ken Bloomfield How to survive the squeeze
Sydney-based practice Financial Clarity has been able to keep the cost of providing ongoing advice down by implementing an MDA service.
PDF   How to survive the squeeze
Mark McLennan Redgum’s new MDA solution sparks restructure
Redgum’s new MDA will ensure the firm is able to continue delivering above average long-term returns to a greater number of clients.
PDF   Redgum’s new MDA solution sparks restructure