Unlike most financial services firms we have a centralised investment platform called Premierone. All your investments and policies are centralised. This makes it easier for you to plan your investments and finances.
Our goal is to enable our clients to achieve their investment objectives through structured planning and careful management of their financial resources.
We ensure that we always present plans to them in a simplified way that they can understand and appreciate.
When a client receives a plan this is only the starting point. A bigger challenge is keeping the plan on track, and reacting as circumstances change.
At Premier Financial we place as much importance on the review of a client’s plan as we do on the development of the plan.
Our measure of success is simple. Do our clients achieve their investment objectives, within the defined risk parameters that they identified for themselves?
We have an extremely simple investment process to make it easier for you to understand. This process enables us to work collaboratively with you towards your investment objectives. Our investment service offers you full visibility of your investment progress online and via a mobile application on a 24/7 basis. In addition, our investment service offers you excellent value for money and transparency in relation to your investments at all times.
From experience we know that when people make investments and financial decisions in a disjointed matter they don’t quite often consider the most tax efficient way to plan their affairs. At Premier Financial our Investment service reviews the tax efficiencies of your investments and present you with the best options that suit you and will help you achieve your investment goals
We aim to act as an investment coach to our investment clients. We help you to gain a long-term perspective and to take a structured approach to your investments. We help you to try to avoid poor short-term decisions and to contain your emotions in relation to your investments. By articulating and sticking to our 6 guiding principles for successful investing, we aim to enable our investment clients to achieve better outcomes.
The outcomes that we aim to achieve for our clients include,