Our Values

We are a team of Fee-Only advisors who act as fiduciaries on behalf of our clients.

Committed to putting your interests first: Knowing that you have strategic advice formulated and designed to last during your life and beyond from a Planner dedicated to advocating for your individual or business needs can make all the difference.

Fee for Service: As Fee for Service Planners, we never accept commissions for any client investing, be it private, account based pension or superannuation. We do not sell investment products as this was abolished by ASIC under Regulatory Guide 246 banning Conflicted Remuneration. These bans included-

• commissions, and;
• volume based bonuses both from a Licensee or Investment Platform. 

Our investment decisions are purely based on what will help our client reach their goals in the best way possible, not what will pay us the biggest commission.  As fee-for-service Planners, our interests are aligned with our client’s interests.

Abide by the FPA Code: Being an Affiliate Member of the FPA, Robert Dekkan is required to uphold the highest standards in his dealing with clients, other professionals and regulators.  He must abide by the FPA Code of Conduct which includes principles such as Integrity, Objectivity and Diligence.

Fiduciary Standard: A Financial Planner held to a fiduciary standard occupies a position of special trust and confidence when working with a client. As fiduciaries, we are required to act with undivided loyalty on behalf of our clients. This includes disclosure of how we are compensated and any potential conflicts of interest.

No Custody of Assets: All assets managed by us are held in Trust by the relevant institution that you own an account with. While we direct the day-to-day management of our client assets, we have no ability to withdraw or use any of our client’s assets whatsoever. Only clients exclusively can do that.

Transparency: You have online access to your accounts depending on the Investment platform we recommend you. You can download an App or log-in to our Client Portal and you have full visibility of your accounts and can monitor your assets at any time and from any place. Client statements are provided at client review meetings additionally, we provide you with half-yearly or ad-hoc statements and supplemental account information as required.