We have a simple six stage process to help ensure your plan is based on a thorough and clear understanding of your needs.
Remember, the value of your investment can go down as well as up and you may get back less than what was paid in.
1825 Financial Planners have access to a variety of investment solutions to meet a breadth of needs. Whatever your approach to investing or your attitude to risk, our strategies and solutions are designed to help you achieve your goals.
When we build your personalised financial plan, we’ll work with a carefully selected range of providers and investment managers to find the solution that’s right for your needs.
Whether you’re looking for a frequent, detailed review of all your arrangements or simply regular peace of mind – we’ve designed our services to fit around what’s appropriate for you.
At the heart of 1825 is our team. We're here to understand you and help you make the most of opportunities, as well as planning for the unexpected. Your planner has the support of a range of people who work together to build your holistic plan.
"Financial advice is more than just choosing an investment. It's about ensuring that a client's financial goals and objectives are achieved by minimising tax and risk, providing expert help and continuously reviewing and adjusting the financial plan to ensure it's still on track."
Steve Lloyd, Chartered Financial Planner
"The value of seeking financial advice is having a long standing, trusting relationship built on integrity and professionalism, which allows the client to relax and feel secure."
David Knight, Financial Planning Consultant
"We give our clients peace of mind that they’ve maximised and protected their assets for them and their loved ones to enjoy."
Shona Lowe, National Head of Private Client Services.