about us
Our working process
Effective Communication
As we have been in the financial planning industry for a long time we have developed methods of explaining difficult concepts in an easy plain English method, we also dont complicate the situation with pretence and our preference is for substance over image.
Strategy and Summary guides
The information on this website is provided for general information only, it is not advice. It has been prepared without taking into account your particular financial needs, circumstances and objectives. You should consult your A2Z adviser before making any investment decisions.
We have gather together some summary guides from various sources due to their simplicity in explain concepts and strategies. The point of these documents is to provide you with a simple plain English reading source.
A collection of plain english documents on strategy and product summary guides can below:
Sunday summary newsletter
Each week we produce a short summary email about what has happened in the markets during the week, this email is only designed to be a brief “So thats what happened this week” then delete. It has a summary table with weekly, monthly and quarterly performance figures and sometimes a short commentary about the week.
We are your Guide​
Hold Your Hand
We see our role and part guide, to hold your hand through these difficult problems and issues that come alone.
For example in recent times we have help guide clients through
Centrelink
The change over from work to retirement can be a difficult transition without adding the problems of dealing with Centrelink, we have assisted clients through this process many times, even attending the Centerlink office with many.
a 42 super fund amalgamation
Some how the client had amassed a total of 42 superannuation funds during their work, including mutiple accounts at the some provider, after almost 6 months work we simplified their life dramatically into just 1 account and now effectively manager and monitor their retirement savings.
Insurance claims
An insurance claim can be a daunting prospect, we help contect you with the insurance company facilitating a go between service, and in a lot of cases a "translation" service to plain English for the demands of an insurance claim.
and several deceased estates
We have dealt with several deceased estates and even processed a probate application for a client saving money and simplify the issues during this time of morning.