Self Managed Retirement Systems
At Self Managed Retirement Systems we like to think of ourselves as financial mentors for our clients, we know that our true value is in empowering you with the knowledge to make the right financial decisions.
Code of Ethics
Principle 1: Client First
Principle 2: Integrity
Principle 3: Fairness
Principle 4: Professionalism
Principle 5: Competence
Principle 6: Confidentiality
Principle 7: Diligence
We help you identify your financial and lifestyle goals and explain the services we offer to help you achieve them. The type of advice you need could depend on your life stage, the amount of money you want to invest and the complexity of your affairs.
We will help you to identify the range of issues that need to be addressed to meet your goals. You can then decide whether you want our advice to meet a single need or a broad range of issues.
- Capital markets work and build wealth over time
- It’s time in the market, not market timing
- Risk and return are related
- Diversification is essential
- Markets are efficient at pricing and reflect value and information accurately and quickly
Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximise the value of the estate by reducing taxes and other expenses.