We won’t deny a lot of advisers offer a one-size-fits-all ‘Rolls Royce’ service to their clients. But at xseed, we know not everyone wants a Rolls Royce service. And they may not be ready for it, anyway.
We see lots of people with different capabilities and priorities so we tailor our service to your needs. Maybe you need to look at refinancing or improving the terms on your mortgage. Further down the track, you might want someone to review your insurances. Super consolidation might be the next job. It could be five to ten years before you have any interest in actually preparing a comprehensive financial plan. And we’re ok with that.