Who Are We
With offering services throughout South Australia, our team provides an extensive range of investment, superannuation, wealth creation and asset protection solutions to our clients.
Our Financial Advisers and Strategic Partners have access to a broad range of services and products that enable us to provide you with your own financial freedom. What we recommend to each client is based on the quality, performance and price of the product after taking into account each client’s individual needs.
Our focus is first and foremost to work with you to find out what your lifestyle goals and values are and to develop the specific financial strategies that will help achieve them. Once identified, we then source the most suitable products structures or services to achieve these goals.
Our desire is to work with you over the long term to build these goals while importantly ensuring you are involved and informed throughout the entire planning process.
We are not required to promote any particular investments or products from any one provider. We purchase external research from Lonsec to assist us in assessing the suitability of investments or products that will ensure our client’s goals are achieved.
In developing a workable strategy for each of our clients, Seagrims – Your Financial Planners take into careful consideration the following key points:
- Your Lifestyle Goals and Objectives
- Your Concerns
- Your Values
- Your Desired Time Frame (short/medium/long)
- Your Available Assets for Investing
- Your Day to Day Income Needs
- Your Comfortable Level of Risk
Compoint Pty Ltd (Trading as Seagrims – Your Financial Planners) is a Corporate Authorised Representative of AD Advisory Services Pty Ltd
Australian Financial Service Licensee. Licence Number 237058
Level 9 Queen Street Brisbane, QLD 4001
Phone: 1300 853 764