Royal Commission into Financial Services. Our advice and you.
By Robert Wright /February 13,2019/
The final report from the much-anticipated Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry was released on 4 February. Whilst there has been plenty of media coverage regarding the report already, the attached newsletter (Royal Commission – our advice and you) is designed to provide:
- A brief summary of the key areas relating to the provision of Financial Advice, and
- How it affects the advice and services I provide to you.
In short, the way I provide advice and services will remain unchanged. The primary reason we partnered with Capstone when we established BMB Private Wealth was because they enabled me to put my clients at the forefront of everything I do. The advice I give is tailored to your needs, not the requirements or demands of a bank or big institution.
I look forward to continuing that advice and service, and welcome any changes the Royal Commission may apply.