From the start of his career almost 30 years ago, our Managing Director John Slater, took the view that our clients’ interests were paramount and this focus has never changed.
In order to help our clients achieve their financial goals we use direct assets including shares, commercial real estate and wholesale managed investments and we access special opportunities as long as they meet our rigorous research criteria.
Successful investing, however, is not about products, it’s about developing an intelligent and appropriate investment strategy which takes into account your needs and goals, your views on risk, your age, health, the taxation and legislative environment and of course the current and likely future direction in financial markets. This needs to be monitored and regularly reviewed. Only then do we consider the assets that should be used to meet these objectives.
Our focus has always been on establishing long term relationships with our clients not only by helping them achieve their financial goals over a long period of time, but also by building trust. To achieve this we put our clients’ interest first. This is why most of our clients have been with us for over 15 years and some for over 25 years.
Our use of direct investments and wholesale managed investments not only means we can better meet our target returns, it also provides better control over taxation outcomes with lower management fees.
However, fees alone should not be your sole focus – integrity, experience and a client-first focus should be how you judge your adviser.
Why not contact us for a no cost or obligation discussion to see if we can help you secure your financial future.
Riviera Capital Pty Ltd ABN 58 102 985 605 Australian Financial Services Licence 338550 trading as Riviera Capital