Not a Bank!

We are a family owned business, and are not aligned to a Bank or Financial Institution. We are passionate about offering quality financial advice.

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The recent Royal Commission called out banks for employing teams of Financial Planners to sell products that the banks themselves owned. It was clear that only having one in-house to sell meant that the product couldn’t meet every clients’ individual needs.

Whether it’s insurance, super or investment, it’s obvious that people from different walks of life, of different ages, with different needs, will NOT want the same product. Much legislation has been passed to ensure that this type of thing doesn’t happen any more. When receiving advice, here’s a simple test: are you simply being offered a generic product?

So how can you be sure you’re getting the best advice? Ask the following questions of your Financial Planner:

- Who owns your company?

- How are you remunerated?

- Do you have product based sales targets?

- What do you charge for advice?

At JustInvest, we’re happy to answer these questions. As a family business, we don’t have to report to shareholders or meet product targets  -  we can focus solely on providing strategic advice to our clients.  

Being a family owned business, you can be confident that our advice is customised to your needs, and that your best interests are our first priority. Unlike bank aligned firms, because we own our own business, we aren’t forced to use an in house product.

Our vision is to help all investors incorporate their values with their investment objectives. By integrating the social, environmental and financial aspects of an investment, we believe that a more sustainable investment return is possible.

Talk to us today about our advice process and services: 08 9322 1110 or