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Fiducian helps financial planning groups a number of
different ways:
Fiducian can design a platform solution to fit your business,
either through a badged solution including a white label
platform, or wholesale access to our core platforms.
Fiducian ensures solutions are tailored to your planning group's
specific circumstances. This enables the Adviser to focus
on servicing clients, while we worry about execution of their
plans.
Together Fiducian and you are able to provide cost effective and
flexible solutions to your clients, with features such as:
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Tailored retail pricing
- Discretion over minimum investments
- Full control over investment selection
We can review the segmentation of your client base and assist
with the analysis of your business to ensure you receive a
platform that is right for you.
Contact us today to discuss the platform future of your group.
We can also provide competitive and flexible Self Managed Superannuation Fund Administration -
see how the Fiducian SMSF Service can help you
Fiducian provides investment and superannuation products designed to
enable you to meet your retirement and savings goals. Due to the
complexity of our products and the diversity of investments
available, we recommend you contact a Financial Adviser prior to
investing with Fiducian.
With the assistance of a Financial Adviser you can create an
investment portfolio comprised of shares, managed funds and fixed
income investments, as well as a selection of individually managed
investment portfolios.
Fiducian facilitates investments with various fund managers on your
behalf.
As we are able to pool client assets, we can secure an investment in
what is known as a Wholesale Fund. This gives you access to
investment sectors and markets which may not be readily available to
investors who invest in retail managed funds.
This means instead of having to split your money across a number of
different managed funds and shares, all your assets are in one
place.
You only need to fill in one application form to access super,
rather than the many if you wish to select your own retail managed
funds.
All your tax reporting is done for all your assets in the Fiducian
Investment Service: this removes a tremendous hassle at the end of each year
when it is time to do your tax return.
We report all your assets at once so you can see a full snapshot of
your investment situation on the web by using Fiducian Online. You
will also receive a number of Statements throughout the year which
will show all your transactions and investment balances together.
For information on how Fiducian can help with your superannuation through the Fiducian Superannuation Service.
For information on how Fiducian can help with your savings plans, through the Fiducian Investment Service.
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