This week I was approached by a rather inspiring new business that has got me thinking about property investing in a whole new light. As you can tell I am a pro-property financial planner and while I am agnostic to it over shares, together they actually work very well together. I will put it out…Details
The Canopy advice philosophy is simple— we put YOU first. Our advisers take the time to get to know you;
- who you are
- how you live your life
- what values you hold
- what you want the future to look like
- what scares you.
Its important that we understand the whole you so that our expertise can help you navigate the financial world with confidence, and see you excited about your future— one created specifically for you.
It sounds simple, but our uniquely holistic approach is part of a major shift in the culture of Australian financial services. Think of it this way, we have no interest in becoming Australia’s most profitable financial advice group but we do plan on becoming one of Australia’s most sustainable through limited clients who are delighted with our offering.
When you choose Canopy, you are choosing a boutique, relationship focused, independent, fee-only financial adviser designed to operate solely in your interests. Its a choice for the long term. Canopy actively nurtures its client partnerships and, in turn, they continue to choose us because they value our advice philosophy and trust our leading independent advice.