ABOUT
Your Expert Advisers
The Updated Investor is an privately owned financial planning firm that delivers innovative solutions to clients.
The Senior Planners at the firm are all committed to providing conflict free advice so you know the only driving force at The Updated Investor is how to best meet client needs.
The positive perception of the firm’s competence comes from a over century of collective experience in financial services.
Our product is dependability of ‘at call’ services ranging from investments to personal risk management as well as assisting as a facilitator on estate matters.
Our purpose is to deliver ‘high touch’ services to the clients we have the privilege of advising.
Our approach on pricing is to provide infinite flexibility to suit client requirements.
Our promise is to exceed client expectations in delivering peace of mind.
​
In short, "helping you with financial certainty"
​
Here are the six standards that we believe every client is entitled to when dealing with The Updated Investor:
​
-
We will obey the Law
-
We will not mislead or deceive
-
We will act fairly
-
We will provide advice and services fit for purpose
-
We will deliver advice and services with reasonable care and skill
-
We will act in the best interests of our clients
​
Please note:
-
We have no ownership links or affiliations with product manufactures.
-
We will not enter into a situation where there is a conflict interest or the ability for there to be influence of control by product manufactures over the advice we provide.
