At Fundzcorp Financial Services, we are motivated by our ability to help you achieve your goals.
We have a successful track record of delivering outstanding results to our clients over decades of market volatility and having successfully developed our wealth management model in 1992, we now manage over $200 million on behalf of our clients.
Protecting your capital and delivering sufficient income underpins our strategic advice. We consider building personal relationships with our clients as important as exercising professional wisdom.
At Fundzcorp, most clients come to us by referral and they face the similar concerns of: paying tax at the highest marginal rate and as such, feel as though their affairs are not being handled efficiently and could be restructured to save money.
In many cases, financial positions can be enhanced by establishing a self-managed superannuation fund; whereby clients can access ‘wholesale’ investments rather than higher fee/lower return ‘retail’ products.
We offer a holistic approach to financial planning by offering a full range of services to our clients.
We place a strong value on remaining true to our clients. This allows us to provide strategy planning and ongoing recommendations that are unbiased and based only on their best interests.
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