72 Financial Attributes

72 Financial

• is not owned or aligned with any financial product manufacturer. This has been in place since inception
• 72 Financial is wholly owned and controlled by its directors
• does not produce, have an interest in, or profit from financial products
• unlike stockbrokers, does not underwrite or trade investment risk
• only provides financial advice to clients
• purchases investment research from leading independent research houses
• provides investment advice on a fee-for-service basis
• the owner-directors are employed in the business directly dealing with client matters
• provides accounting and tax advice through 72Accounting, allowing a more seamless and holistic advice experience
• is not limited in the names of service or product providers that we are able to recommend to you
• aims to engage two advisors on client advice with no fee duplication