About us
Five Pillars is a boutique financial planning business that is not owned by any financial institution. We are therefore not limited in the range of financial products or options that we recommend to our clients – all advice is driven entirely by what will serve the best interests of our clients.
We have access to many types of financial products that are not always available to planners from groups run by institutions. In many cases, we can introduce the developers of these boutique products to our clients, to give them a first-hand explanation of its features and benefits.
Our recommendations are determined by the individual circumstances and objectives of each client. There is no ‘one size fits all’ approach that you may find elsewhere.
Furthermore, the person who prepared your strategy is the person who presents it to you – we do not outsource any aspect of plan preparation – every aspect is developed in house.
The people who work for Five Pillars are highly skilled and experienced in all aspects of financial planning. Our financial planners hold industry-leading qualifications and have many years of expertise in crafting personalised strategies for clients. They devote many hours to professional development and researching market trends and emerging opportunities for our clients.
We believe that our knowledge of effective strategies that our clients can use to grow and protect their wealth is second to none. Time and time again, we see that it is the structure in which our client’s wealth is organised that can make all the difference to their ability to achieve their lifetime financial goals. And at Five Pillars, we have exceptional capability in developing our client’s financial plans using the most appropriate structures and strategies that are available to them.
The advantages of not being tied to an institution or fund manager
The majority of financial planners are directly associated with a financial institution. With many large institutions, the investment committee that selects the products their advisers can recommend contains significant representation by management – and often the products on their ‘recommended list’ are those that will generate significant revenue for the institution.
At Five Pillars, our advisers are members of our investment team and their remuneration is not linked in any way to the products they recommend. The products that make it onto Five Pillars’ recommended products list are there on their merit – and their ability to match the requirements of our clients.
There are several other advantages that arise from the fact that we are not owned by a financial institution. These are:
- We experience a very low turnover of staff, meaning you are likely to receive longer term continuity of care by the same staff
- Your enquiries are not answered by a call centre but by your financial adviser
- We do not have layers of management hierarchy and we can therefore be highly responsive to your requests or feedback.
Our objective for each of our clients is to help them to clarify, organise and master their financial circumstances with greater precision and certainty. In doing so, they are able to better protect and grow their wealth, and to achieve all they want their money to do for them.
Contact us today to discuss how we can help you to organise and improve your financial circumstances, so that you can achieve your goals sooner.
Financial Services and Credit Guide- V5.3 (156 KB)
Please note that past performance is not a reliable indicator of future performance. The information contained in this website is of a general nature only. We strongly recommend you seek advice specific to your goals and circumstances before taking any action.
